Joshua Ferguson in

Joshua Ferguson

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 St Simons Island, Georgia, United States

Joshua Ferguson is a CERTIFIED FINANCIAL PLANNER™ and the founder of The Reserve Wealth Collective at Northwestern Mutual. Recognized by Forbes as a Best-in-State Wealth Advisor, he specializes in values-driven wealth management, retirement planning, and estate strategies for families and business owners.

Based in Savannah, Georgia, Joshua is a husband and father to three sons. He was initially inspired to enter finance with the mission of building a better future for his own family. In his personal time, he enjoys traveling with his family and playing golf.

He has been a recipient of Northwestern Mutuals prestigious Forum award for six consecutive years (2018-2023).

Read the full overview →
Experience
18 Years
Current Role
Wealth Management Advisor
Location
St Simons Island, Georgia, United States
Personality Overview

How Joshua 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.

Login to view personality overview.
Priorities

Topics Joshua cares about

Values-Driven Finance
He founded his firm with the explicit mission to provide "values-driven financial guidance" to make a meaningful impact on the families he serves.
Family Wealth Planning
His professional goal is to guide families through all life stages, and his personal motivation is rooted in providing a secure future for his own family.
+5 more topics Login to view topics
Career

Work history

7-2016
Wealth Management Advisor
Northwestern Mutual
11-2014 - 7-2016
Financial Advisor
Merrill Lynch
10-2007 - 10-2014
Client Advisor, Private Wealth Management
SunTrust Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
Education details unavailable
Armstrong State 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.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Joshua. Free, 10 seconds.