ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Leading wealth advisor Andy Ferguson today announced that he and his team have partnered with Fidelity Clearing & Custody Solutions and Dynasty Financial Partners to form an independent wealth management firm called Proquility Private Wealth Partners. Based in Las Vegas, Proquility Private Wealth Partners advises families across the United States.
Prior to founding Proquility Private Wealth Partners, he served as Managing Director-Investments for Merrill Lynch in Las Vegas. Mr. Ferguson and his team previously managed $360 million in client assets.
Andy Ferguson, CFP® ,ChFC®, CIMA® is the founder and CEO of Proquility Private Wealth Partners. Previously, he was a Managing Director, Senior Financial Advisor at Ferguson & Associates, based in Las Vegas, Nevada. He worked for Merrill Lynch for 37 years, joining the firm in 1983.
Also joining Proquility Private Wealth Partners from Merrill Lynch is Patty Yeager, MBA, AWMA® -- Wealth Management Advisor at Proquility. In addition, Proquility has hired Trevor Hooton as a Client Experience Director.
“With Proquility Private Wealth Partners, we will continue to have a deep commitment to the families we work with and we look forward to offering a more flexible, client-focused solution,” said Mr. Ferguson. “I spent years researching and investigating the best options and firmly believe that we can best serve our clients as an independent advisory firm that is able to tap into the best capabilities in the industry.”
“Andy and his team are a well-established financial advisory team in Las Vegas with deep ties to the community and they are well-positioned for growth. We expect them to flourish in the independent space,” said Shirl Penney, CEO of Dynasty Financial Partners. “We are thrilled to welcome Proquility Private Wealth Partners to the Dynasty Network!”
According to Mr. Ferguson, “The name ‘Proquility’ is derived from a combination of the words ‘professional’ and ‘tranquility’ – we’ve always aspired to deliver our professional expertise with a relaxed, even-tempered approach to provide peace of mind to our clients, particularly during volatile financial markets.”
Andy Ferguson Bio
Andy Ferguson is the founder of Proquility Private Wealth Partners, a fully independent Registered Investment Advisor (RIA) based in Las Vegas, Nevada and serving clients throughout the United States.
He founded Proquility to provide individualized attention and customized planning and investment services for select clients in need of multigenerational financial advice, education, and guidance. The RIA serves 56 high net worth client families and their philanthropic foundations throughout the United States.
With more than 37 years of experience in financial and estate planning at Merrill Lynch, Mr. Ferguson is a Certified Financial Planner (CFP) as well as a Chartered Financial Consultant (ChFC). His Bachelor of Science in Finance is from the University of Arizona, and he received his Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.
Andy has served as Chairperson of the Merrill Lynch Advisory Council to Management (ACTM), advising the senior management of the company on issues affecting clients worldwide. He also served as an industry arbitrator for the National Association of Securities Dealers (NASD) between 1994 and 2006. Since 2015 he has been included on the Barron’s “Top 1,200 Financial Advisors” list on an annual basis. In 2018, 2019, and 2020 he was named to the Forbes “Best-in-State Wealth Advisors” list.
Andy has been a Las Vegas resident for over 30 years and has maintained an active role in the community. He is past President of the Boys and Girls Clubs of Las Vegas Foundation and has served on the advisory committee for the Marty Hennessy Junior Tennis Foundation. In addition, he is a member of the UNLV Planned Giving Advisors Council and the University of Arizona President’s Club.
He balances his time between Las Vegas and Naples, Florida.
About Proquility Private Wealth Partners
Proquility Private Wealth Partners is a registered independent advisory firm dedicated to working with successful clients and their multigenerational families, who wish to better control their financial matters through smart and effective planning. Based in Las Vegas, the Proquility team serves a select group of clients throughout the country, with a particular emphasis on truly getting to know each client and their family.
The custodian for the firm’s clients’ assets is Fidelity Clearing & Custody Solutions. Proquility is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Proquility also actively collaborates with each client’s other trusted advisors, such as attorneys, accountants and tax advisors, to ensure the delivery of a unified, time-efficient client experience.
For more information, please visit www.proquility.com.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
*Source: Barron's "Top 1,200 Financial Advisors" list, March 11, 2019. For more information about the selection criteria, go to http://details-he.re/1u7KVH. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.