William Ferguson Email & Phone Number
Private Wealth Advisor and Retirement Plan Consultant @ The Kelley Financial Group
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William Ferguson Location
- Sewickley, PA, US
William Ferguson Work
- Private Wealth Advisor and Retirement Plan Consultant @ (May 2023 - Present)
- Senior Financial Advisor @ (March 2014 - April 2023)
William Ferguson Education
- Penn State University
Bachelor's of Science in the field of Finance (Finance and Financial Management Services)
1999-2003 - Bishop Canevin High School 1994-1998
William Ferguson Skills
- 401(k) Retirement Savings Plans
- 403(b) Plans
- 457 Plans
- Comprehensive Wealth Management
- ERISA
- Financial Planning
- Investment Management
- Participant Education
- Plan Design
- Portfolio Management
- Retirement Plan Consulting
William Ferguson Summary
- William Ferguson, based in Sewickley, PA, US, is currently a Private Wealth Advisor and Retirement Plan Consultant at The Kelley Financial Group. William Ferguson brings experience from previous roles at HB Retirement. William Ferguson holds a 1999 - 2003 Bachelor's of Science in the field of Finance in Finance and Financial Management Services @ Penn State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 403(b) Plans, 457 Plans, Comprehensive Wealth Management , ERISA and more.
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