At Ferguson Hill Wealth Management, we go beyond the traditional role of financial advisors – we become your trusted partners in your journey towards financial well-being. With a remarkable combined experience of over 50 years in the financial services industry, and as proud holders of the esteemed CERTIFIED FINANCIAL PLANNER™ designation, widely regarded as the gold standard for financial planners for over 50 years, we bring a wealth of knowledge and expertise to guide you towards your financial goals.
Jay Ferguson, CFP®
Partner, Ferguson Hill Wealth Management
Financial Advisor, RJFS
As a Certified Financial Planner™ practitioner, I am deeply committed to helping individuals and families achieve financial security and peace of mind. With my years of experience in the industry, I have witnessed firsthand the profound impact that disciplined financial planning can have on people’s lives. My focus is on understanding your unique circumstances, aspirations, and dreams, and creating a tailored financial strategy that empowers you to achieve them.
Keith Hill, CFP®
Partner, Ferguson Hill Wealth Management
Financial Advisor, RJFS
As a Certified Financial Planner™ practitioner, my goal is to make a meaningful difference in the lives of our clients. With a deep understanding of the complexities of the financial landscape, I strive to provide comprehensive guidance that aligns with your specific needs and objectives. I am passionate about building long-term relationships based on trust, transparency, and mutual respect, and I am dedicated to being your advocate in achieving your financial goals.
Melissa Schachner, CPA
Director of Client Accounts, Ferguson Hill Wealth Management
Financial Advisor, RJFS
As the Director of Client Accounts at Ferguson Hill Wealth Management, Melissa leverages her credentials as both a Financial Advisor and Certified Public Accountant (CPA) to offer comprehensive financial expertise. She works directly with clients to provide investment advice and refine their financial plans. Her multifaceted experience and commitment to client service make her an integral part of the Ferguson Hill Wealth Management team.
Carla Antonelli,
Senior Client Services Manager, Ferguson Hill Wealth Management
As one of the primary points of contact for our clients, Carla makes customer satisfaction her number one priority. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions. Her knowledge of the business and overall support of our financial advisors makes Carla a tremendous asset to the Ferguson Hill Wealth Management team.
Together, we have crafted Ferguson Hill Wealth Management to be a place where you can find not only exceptional financial expertise but also personalized care and attention. We understand that financial decisions can be daunting, and our mission is to simplify the process, educate you about your options, and empower you to make informed decisions for your future.
Our certifications as Certified Financial Planner™ practitioners reflect our commitment to maintaining the highest standards of professional excellence in the field of financial planning. These certifications, recognized as a gold standard in the industry, demonstrate our dedication to acting in your best interests and upholding the highest ethical standards.
Let us help you navigate the complexities of finance, build a secure future, and achieve the financial freedom you deserve.