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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

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ElectionWatch 2024

Investment insights on the US elections

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.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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