Joseph Ferguson CFP® in

Joseph Ferguson CFP®

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Financial Advisor at Northwestern Mutual
📍 Dallas-Fort Worth Metroplex, United States

Joseph is a CERTIFIED FINANCIAL PLANNER™ with Northwestern Mutual, where he helps clients align their current financial situation with their future goals. A graduate of Southern Methodist University, he uses world-class insurance and investment products to provide innovative solutions and build enduring relationships with his clients.

Based on his past professional experience analyzing NFL draft-eligible athletes, Joseph likely maintains a strong interest in professional football. This analytical focus probably complements his work in financial strategy. He is based in the Dallas area, where he also attended university.

Before his career in finance, Joseph worked as a Research Associate, compiling and presenting data on NFL draft-eligible athletes to company executives.

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Experience
20 Years
Current Role
Financial Advisor
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Joseph shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joseph cares about

Holistic Financial Planning
His mission is to help clients understand their complete financial picture to develop solutions that lead to financial stability and confidence.
Retirement Savings
He actively posts about the need for Americans to save sufficiently for a comfortable retirement and helps clients create clear, actionable plans.
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Career

Work history

2007
Financial Advisor
Northwestern Mutual
9-2004 - 4-2005
Research Associate
Blackline Capital Strategy Group
In the press

Media appearances

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Education
2009 - 2015
CFP ®
The American College of Financial Services
2005 - 2007
Bachelors
Southern Methodist University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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