Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

father son handshake

Joseph Ferguson

Senior Vice President–Wealth Management

Joe has more than 30 years of financial services experience in the investment field. Early in his career he spent three years on a municipal bond trading desk, during which time he developed an in-depth knowledge of the bond market. His extensive experience in the fixed income and equity markets allows him to provide his clients with high level financial planning and professional investment management services. Joe has a B.S. in Business Administration from the University of Oregon, and is Series 7 and 66 securities licensed.

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

Education

  • B.S. - Business Administration, University of Oregon

Credentials

  • Senior Portfolio Manager
5300 SW Meadows Road
Suite 300
Lake Oswego, OR 97035
  • (503) 248-1302

Email Me

Joseph Ferguson is also part of:
Wrenn Ferguson Group

The circular economy: What is it?

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights