Vance Wealth announces longtime Wealth Advisor Jerrod Ferguson as the Vice President of the company.

 

Please join the Vance Wealth team in celebrating our Vice President and Wealth Advisor, Jerrod Ferguson!

“All of us at Vance Wealth are excited to announce Jerrod as Vice President, a role he’s been unofficially acting in as the practice has grown,” said Vance Wealth Founder and President John Vance. “I named Jerrod our Vice President because his dedication, level of knowledge, and care for our clients distinguishes him as the go-to advisor for many of our high-net worth clients, as well as a leader to the next level of advisors within our organization.”

With almost 11 years of experience at Vance Wealth, Jerrod has earned one of the more highly regarded designations in the financial services industry, becoming a CERTIFIED FINANCIAL PLANNER™  professional in 2016. During his time as Wealth Advisor, he witnessed not only the growth of the company, but also a wide range of market conditions.

While Jerrod will still continue to serve as Wealth Advisor to our clients, he’s also officially stepping into a leadership role within the company. Passing on the lessons he received years ago, he will help train and develop the expanding team of Wealth Advisors. As Vice President, Jerrod will ensure each advisor receives the proper training and development, and as a member of the Vance Wealth Leadership Team, he has the opportunity to work closely with everyone on staff.

Jerrod started his journey with Vance Wealth as an intern in 2008, and as he witnessed the power of process-based financial planning over time, his desire to help families achieve more has only deepened over time. For the past 11 years, he’s served as a top Wealth Advisor and second-in-command to John, helping clients build the lives they imagine.

Today, Jerrod most enjoys learning about, and from, his clients on a daily basis. He appreciates the culture of family and philanthropy in the office and enjoys sharing life and work with the entire Vance Wealth team.

Please join us in congratulating Jerrod on his new role!

Jerrod Ferguson is Vice President of Vance Wealth  and can be reached at Jerrod.Ferguson@VanceWealth.com.

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.

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