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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

Focus on liquidity management

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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