James Wrenn - UBS Financial Services Inc.

Joseph Ferguson - UBS Financial Services Inc. in Lake Oswego, OR is a highly experienced financial services firm with over 35 years of investment expertise. Led by Joseph Ferguson, a Senior Vice President in Wealth Management, the firm offers comprehensive financial planning and professional investment management services. With a deep knowledge of the bond market and extensive experience in fixed income and equity markets, Joseph Ferguson provides personalized solutions to clients, putting their best interests first at all times. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Joseph Ferguson and his team are committed to building lasting relationships with their clients. They prioritize integrity, prudence, and accessibility, earning the confidence and trust of their clients. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2023 and 2024, Joseph Ferguson and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals.Generated from the website

Andrew Mork is a Vice President and Financial Advisor at UBS Financial Services Inc., located in Lake Oswego, Oregon. With a focus on retirement planning, Mork emphasizes the importance of creating a comprehensive financial plan that addresses clients' long-term goals and lifestyle aspirations. UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, offering a range of investment advisory and brokerage services. The firm employs the UBS Wealth Way approach, which integrates strategies for liquidity, longevity, and legacy to help clients navigate their financial journeys with confidence. Generated from the website

George Milne - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With a focus on building lasting relationships, their team of financial advocates prioritize their clients' best interests, offering integrity, prudence, and accessibility. Recognized for their expertise, George Milne and his team have been awarded the Forbes Best-in-State Wealth Management Teams in 2024. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, George Milne - UBS Financial Services Inc. is committed to understanding their clients' financial goals and crafting finely-tailored financial advice. With a global footprint spanning 51 countries, they provide a wide range of products and services to help clients turn their financial vision into a reality.Generated from the website