I was born and raised in the wonderful and hot state of Florida. I was born in Tampa, but when I was 4 years old, my family moved to Bradenton/Lakewood Ranch. I grew up playing most sports, including baseball and soccer, and played soccer for my high school and travel team as a striker and left wing.
I graduated from the University of South Florida (Go Bulls!) with a degree in finance - taking courses in economic/market analysis, investing and stock analysis.
In 2015, I got engaged to my high school sweetheart at Lido Key, where we spent many weekends together during high school. In May 2016, we got married at a beautiful church in our hometown. We moved to Orlando in 2015 to start our careers and family.
We enjoy going on hikes and exploring the many parks, or staying at home to watch a movie or binge watch a TV show. Although we don't make it out to the beach frequently, we both enjoy seeing our beautiful Florida sunsets.
I have always been passionate about serving others and my community, which is why I serve on the board of the following organizations: Friends of Fisher House Orlando, Rotary Club of Lake Nona, Lake Nona Regional Chamber of Commerce, Lake Nona Young Professionals, Kissimmee/Osceola County Chamber of Commerce and the Kissimmee/Osceola County Young Professionals.
I work with my clients to develop a comprehensive, personalized strategy that is focused on what is most important to you. We go through an established process to figure out where you are today, where you want to be, then determine if and how you can reach your goals.
Through this personalized strategy, I am able to educate my clients and help them understand the "why" behind investing. I meet with all my clients at least annually to help make sure we are on track to reach their financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your financial goals.
- Retirement Income Strategies
- Business Retirement Plans
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Board Games
- History and Museums
- Community Outreach
- Sports Enthusiast
- Spending Time with Family
Office Address10783 Narcoossee Rd Ste 121
Orlando, FL 32832
Phone NumberJoel Ferguson at (407) 203-8337
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