Scott A. Ferguson
Born and raised in the Capitol Region of Albany, NY, I have been helping clients address their financial goals for over 20 years (1994). My office serves private clientele, including individuals and families, trusts and estates, not-for-profit organizations, private company pensions and profit sharing plans. We develop financial plans utilizing a well-defined, disciplined approach to asset allocation and risk management based on independent investment insight and incorporating a solid knowledge of specific client priorities. In our daily practice, we maintain the highest ethical standards in our interaction with each client and are committed personal and intellectual integrity.
We believe in getting to know our clients in-depth, to better understand their needs and objectives. In doing this, we develop long term client relationships based on individual investment counseling, high quality client service, and strive for above average investment performance. Working closely with clients, we take the time to understand their goals and objectives and create a plan to efficiently pursue them. Using current technology and access to the most appropriate financial tools, we assist clients in the development, implementation and monitoring of a financial plan for ongoing results.
Client focused and results driven!
Education: Siena College, B.S.- Finance.
Community Involvement: an active volunteer of numerous boards, clubs and charitable groups through the years, most recently:
Board of Managers of YMCA Camp Chingachgook, Lake George, NY, served 2001-2010
American Red Cross – regular blood donor
Financial Planning Association – NENY – organization and committee member, served 2000-2013
Capital District Youth for Christ - Board member since 2012
Personal: three adult children-Tanya, Michael and Jessica, two grandsons (Tyler and Andrew), two wonderful dogs (Izzy and Madison); enjoys being active including golfing, skiing, swimming,… is an avid runner, cyclist and non-competitive participant in triathlons, road races, and off-road races.