William E. Ferguson, AIF®, BFA™

William is a dedicated financial professional with a passion for helping individuals and families pursue their retirement goals. He has over 11 years of experience in the industry, utilizing his expertise to design personalized plans that address each client's unique needs and aspirations.

​

Beyond the Numbers

While his financial knowledge is impressive, William believes true success lies in understanding his clients' individual values and priorities. He prioritizes building strong relationships, taking the time to listen, and offering consultative fiduciary advisory planning with clear communication. He is a firm believer in participant retirement plan education, empowering individuals to make informed decisions about their financial future.

​

Areas of Expertise

• Company-sponsored retirement plans: William is a experienced advisor for both employers and employees, helping provide optimal plan design and employee engagement.

• Personal wealth and retirement planning: He crafts comprehensive strategies that go beyond retirement, addressing income planning, wealth accumulation, and risk management.

• Behavioral Financial Advisor™: Recognizing the emotional and psychological factors influencing financial decisions, William helps clients navigate biases and make sound choices.

​

Driven by Passion, Fueled by Community

William’s dedication extends beyond the office walls. He actively contributes to his community, volunteering with organizations like Nature of Fire, the Pittsburgh Marathon, and Kids of Steel. He finds purpose in giving back and believes strong communities lead to a brighter future for all.

​

Qualifications and Education

• Accredited Investment Fiduciary® (AIF®)

• Behavioral Financial Advisor™ (BFA™)

• Series 6 and 7 held through LPL Financial and Series 63 and 66 held through LPL Financial and Stratos Wealth Partners Life, Accident, & Health Insurance Licenses

• Pennsylvania State University: Bachelor of Science in Finance

​

Family First

When not navigating the complexities of the financial world, William cherishes his time with his wife, Melissa, and their children, Liam and Violet. He is an avid traveler, enjoys fly fishing and running, and finds solace in the natural world.

William is an experienced advisor, a dedicated community member, and a passionate advocate for financial well-being. He is confident in his ability to empower individuals and families to pursue their financial goals and build a secure future.