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Edward "Ted" Ferguson, CFP

Senior Vice President–Wealth Management

As a Senior Portfolio Manager with over 27 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
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
  • WV

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™
5285 SW Meadows Road
Suite 495
Lake Oswego, OR 97035
  • (503) 248-1309

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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