(412) 528-1939

william.ferguson@kfg1.com

Interests:

• Spending time with his wife, Melissa, their children, Liam & Violet, and other family and friends

• Traveling

• Fly fishing

• Running

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Community Participation​​​

• Nature of Fire

• Pittsburgh Marathon

• Kids of Steel

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Areas of Focus:

• Company sponsored retirement plans

• Consultative Fiduciary Planning

• Participant retirement plan education

• Personal wealth and retirement planning

• Income planning

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Experience:

• 11 years of service

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Qualifications:

• Accredited Investment Fiduciary® / Behavioral Financial Advisor™

• FINRA Series 6, 7, and 63 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

• Life, Accident, & Health Insurance Licenses

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Education:

• Pennsylvania State University: Bachelor of Science in the field of Finance