Vice President - Private Client Advisor
Rebecca
Ferguson
Industry experience since 1984
- Financial Planning & Wealth Management
- CERTIFIED FINANCIAL PLANNER™ Certificant
- Holds Series 7 and 63 Securities Licenses
- Member: Financial Planners Association
- Member: Nebraska Financial Planners Association
Becky obtained the Certified Financial Planner® designation in 2006 and provides goal-based financial and retirement planning. She serves as a portfolio manager and works with customer preferring fixed-income products. Prior to joining Union Bank in 2000, Becky worked in the financial services industry for 17 years as a Series 7 Registered Representative concentrating on securities brokerage and institutional fixed-income portfolios.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
|