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.

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Joseph Ferguson

Senior Vice President–Wealth Management

Joe has over 35 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 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
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The 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

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

Credentials

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

Email Me

Joseph Ferguson is also part of:
Wrenn Ferguson Group

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager

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