Ferguson-Davis Wealth Management Group

Description

• Founded in 2011, Ferguson-Davis originated from a partnership that dates back to the late 1990s at the regional investment firm, A.G. Edwards. In response to the changing landscape of the post-2008 financial services industry, the partners, Keith A. Ferguson and Brian C. Davis, created a firm whose culture valued a stewardship and client-centric approach to financial advice. We established Ferguson-Davis Wealth Management Group as a separate legal entity. This enables us to better align our services with our clients needs on a personal level, while maintaining the financial integrity and strength derived from our business relationship with Raymond James Financial Services. With six decades of advisor experience on our team, we continue to deliver complete wealth management with the highest level of personal service and professional integrity. The advisors at Ferguson-Davis marshal and apply intellectual capital and resources to deliver process-based advice in a cost effective and fiduciary prudent manner. Purposely selective, we are able to construct a unique blueprint for each clients financial plan that becomes the basis of their relationship with our firm. This allows us to foster long-term relationships by coordinating with families to build, manage, preserve and transition wealth. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. For important disclosure information, please see Social Media Disclosure link in the Contact Info section. Ferguson-Davis Wealth Management Group is an Independent Firm. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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  Headquarters:4830 Lakewood Drive Suite 6, Waco, Texas, United States

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  Phone Number: +1 254-776-5580

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  Website: https://www.fergusondavis.com

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  Employees:0

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  Revenue:$1 - 10M

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  Legal Name:Ferguson-Davis Wealth Management Group

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• |  NAICS Code: 523930  |

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