After experiencing the traditional financial advisory world with traditional wirehouses/broker dealers, I always felt that there was a missing key element regarding the success of my clients. It was not a lack of advisors in estate, legal, tax or investments; it was a missing in having a primary person to manage all aspects of a client’s financial world. The other challenge was a system that is set up to reward “advisors” who gather assets or sell a product to provide service.
As an entrepreneur and a person committed to service, I transitioned from the world of sales to true service. My focus is helping others understand what is important to them and helping them fashion their financial plan to support those values and dreams. With this mission in mind, I established a business that caters to the layered needs of my clients. As your advocate, our team leads and coordinates all aspects of your financial picture so you can devote your time to what’s most important. By removing the overload of tasks related to your personal finances, my hope is that you are empowered to focus all of your time and energy on what matters most to you. Thank you for taking the time to learn more about Symphony Financial Team. We hope you enjoy exploring all that our team has to offer, and see the valuable difference we make in the lives of our clients.
Jennifer Ferguson, CFP ™, CEO
On A Personal Note...
I am blessed to be married to the man of my dreams; Jim Vickaryous. Jim is the owner of his own personal injury law firm, and he currently serves as the representative for the Board of Governors for the 18th Circuit for The Florida Bar. Together, our joy has come from raising our children and watching them thrive. Our adopted daughter, Stacy Mosby, became part of our family at the age of 16 and is now on staff with Young Life in NYC after graduating with honors from FAMU in 2013. Evan is involved with baseball and football at The Master Academy, and he is working hard to achieve Eagle Scout rank with the local Boy Scout troop. Along with his sister, he is also becoming quite the musician with his piano skills. Irelyn is involved with horseback riding and cheer with the Masters Academy. As a family, we are avid travelers with trips logged all around the world. We love the adventure that travel brings along with the eye opening education and life lessons it teaches our kids.
Service and community are at the heart of what I do both inside and out of the office. I have the privilege of being a Rotarian with over 20 years of involvement, as well as being involved with Support Our Scholars, Foundation for Seminole State College, IMPOWER, Foundation for Foster Children and other worthy causes focused around education and under privileged children.
