Kate Ferguson, Financial Advisor

Focus Areas

  • College Savings
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • LGBTQ+ Finances
  • Estate & Legacy Strategies

About Kate

Helping our Clients Achieve Their Financial Goals...

As an Edward Jones financial advisor, I believe we need to understand what’s important to you before we invest your money. Working closely with you, your CPA, your attorney and other professionals, we will use an established process to create customized strategies to help you achieve those goals. Over the years, we will partner together to help you stay on track – whether it’s saving for retirement, planning for income in retirement or preparing for the unexpected.

I have over 20 years of industry experience. I became a financial advisor because I wanted to make...

Work History

  • Edward JonesJuly 2014 to Current

Education

  • Univ of Missouri-St LouisBachelor of Arts and Science

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