Joseph Ferguson
Kansas City,TX
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Northwestern Mutual Wealth Management
Kansas City, MO
07.2007 - Current
- Developed personalized financial plans for clients based on their goals and needs.
- Cultivated strong relationships with clients through regular communication and follow-ups.
- Analyzed market trends to provide informed investment recommendations to clients.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Conducted comprehensive financial reviews to evaluate client progress and strategies.
- Facilitated workshops on financial literacy for community engagement and education.
- Utilized financial planning software to create detailed reports for client consultations.
- Provided personalized advice on investments, insurance, estate planning, and other wealth management strategies.
- Provided training sessions to trustees on various topics such as fiduciary responsibilities, estate planning techniques.
- Analyzed complex financial data to provide advice on investment decisions, taxes, insurance coverage, retirement savings and estate planning.
- Provided comprehensive wealth management services including estate planning, trust administration, retirement planning, insurance planning, asset allocation and portfolio diversification.
- Provided advice and guidance on investments, retirement planning, estate planning and insurance coverage.
Education
CLU, CHFC, CFP, WMCP - Financial Planning
The American College Of Financial Services
King Of Prussia, PA11-2025
Bachelor of Arts - Philosophy
Southern Methodist University
Dallas, Texas, TX05-2007
Skills
- Financial planning
- Investment analysis
- Client relationship management
- Market trend evaluation
- Comprehensive financial reviews
- Wealth management strategies
- Retirement planning
- Investment management
- Wealth management
- Insurance planning
- Tax planning strategies
- Estate planning
- Problem-solving
Timeline
Financial Advisor
Northwestern Mutual Wealth Management
07.2007 - Current
CLU, CHFC, CFP, WMCP - Financial Planning
The American College Of Financial Services
Bachelor of Arts - Philosophy
Southern Methodist University