John Ferguson

John Ferguson, Wealth Manager has over 18 years of experience helping clients achieve their financial goals and manage their wealth while working for UBS Financial Services, Merrill Lynch and most recently as a Private Wealth Financial Advisor at Wells Fargo Advisors. This collective work experience was invaluable and helped John build the knowledge base, wealth management processes and service model to deliver a world class experience to existing and new clients with the founding of Clarity Private Wealth Solutions of Steward Partners.

John has been recognized by Forbes as one of the Best-In-State Wealth Advisors* in 2020, 2021 and 2022. And also, been featured in Business Alabama magazine and Mobile Bay Monthly magazine.

Throughout his career, he has enjoyed the challenges and gratification of working with successful business owners, corporate executives, retirees, professional athletes, and organizations like non-profits. He works to build long-lasting and trusted relationships with his clients so that he has a true understanding of their personal and financial goals. John takes great pride in helping families develop a written financial plan that encompasses their investments, income tax situation, estate plan, and legacy or other charitable wishes. He then helps coordinate these affairs with internal and external resources like CPA’s, Estate Planning Attorneys, and other professionals on the client’s behalf.

John holds three separate designations, each requiring their own set of rigorous training and examinations. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Private Wealth Advisor (CPWA®), and a Chartered Retirement Planning Counselor (CRPC®).

John graduated from Rhodes College in 2000 with a bachelor’s degree in political science and economics. During his four years of college John played receiver for the Varsity Football Team where he learned many lessons about discipline, patience, hard work and perseverance.

The local community is very important to John. Away from the office, he enjoys spending time with his wife, Liz, and three daughters, Blake, Livy, and Sophie. He serves on the Distinguished Young Women Board and Executive Committee, as a member of the Finance Committee at Christ Church Cathedral in Mobile, and as a member of the Board of St. Paul’s Episcopal School Foundation.

Phone: (251) 460-1062

Email: John.Ferguson@stewardpartners.com