Episode 103: Guest Monte Ferguson began his journey as a military test pilot and Company Commander, later applying his skills to financial planning and founding Pivotal Financial Advisors – coaching other financial planners on serving clients, and building their practice – continuously serving leaders
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Monte Ferguson, founder of Pivotal Financial Advisors, LLC in Fort Worth, Texas, joined Cambridge in 2008, and was a 2018 Spirit of Cambridge honoree. He has a bachelor of science in mechanical engineering from the Virginia Military Institute, and served eight years in the U.S. Army as a helicopter pilot. He enjoys helping financial professionals build a successful business and depart from it when the time is right with the satisfaction that they served their clients well. In his free time, Monte enjoys staying plugged in with his daughter and son-in-law, as well as cycling with friends. He prioritizes spending quality time with his loved ones, and takes pride in loving the life he has built with his wife. https://www.pivotalfinancialadvisors.com/
Pivotal Financial Advisors, LLC. is located in Fort Worth, Texas, and specializes in helping independence financials grow their own practices, through structuring the financial professional’s business to gain efficiency and allow them the independence to focus on their clients. Services they provide include compliance, marketing, transition assistance, and due diligence. Monte and his team are dedicated to helping financial professionals become successful in the industry, taking pride in helping them achieve their professional goals in an independent space.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pivotal Financial Advisors LLC are not affiliated. For Financial Professional use only.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber