William Ferguson BFA™, AIF®
Behavioral Financial Advisor™ (BFA™)
Accredited Investment Fiduciary® (AIF®)
Series 6 license; Series 7 license; Series 63 license; Series 66 license*
Life, Accident, and Health Insurance license
William began working at HB Retirement in 2014. He joined the company after 10 years of licensed work experience and 13 years of experience in the field at institutions including DB Root and Company, PNC Bank and Merrill Lynch. William leads a team at HB Retirement with his partner, Jack Ryan, focused on bringing comprehensive benefits solutions to private schools, universities, and leadership organizations. He works with plan sponsors to help determine the best retirement plan construction for the organization and the employees, connecting committee work to the participant. He also leads a wealth management practice with experience in communicating complex information in simple terms with a focus on educating his clients to articulate and pursue their retirement goals.
William studied finance at The Pennsylvania State University. He is married with two children, and he adores his family. He enjoys skiing in the winter, surfing in the summer, and traveling when there is an opportunity.
*William holds the Series 6, 7 and 63 securities registrations with LPL Financial and the Series 66 with LPL Financial and HB Retirement.