Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers in a lobby

Edward "Ted" Ferguson, CFP

Senior Vice President–Wealth Management

As a Senior Portfolio Manager with over 30 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis.  My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Santa Clara University
  • Kaplan University - Financial Planning Education Program
  • B.S. - Political Science, Business, Economics, University of Oregon

Credentials

  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
5300 Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 248-1309

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights