Gregory Ferguson Email & Phone Number

For over two decades, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience guiding clients through major market shifts, I have dedicated my career to providing personalized investment planning services to my clients. Building sound relationships with my clients based on personalized, knowledgeable advice is the cornerstone of my practice. I am able to facilitate the process of building and then managing comprehensive investment plans throughout the course of my clients' lifetime.In addition to holding many applicable securities, insurance, and supervisory registrations, I recently became a certified Fundamental Choice Portfolio Manager, meaning that I am able to provide customized, professional portfolio management. I work as a personal CFO to a small group of successful clients and their families to help them build and manage their comprehensive investment plans over their lifetimes. The Fundamental Choice program may not be suitable for all investors. *Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WV only.CA Insurance License Number 1559419. Resident State NYPlease contact me by email, gferguson@wfafinet.com, or by phone, 631-773-5400. I cannot respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investment Planning, Financial Advisory, and 401K Planning.