Welcome to Woodbury Financial

Rick Fergesen, President & CEO

Dear Financial Advisor,

We are honored that Questar has selected our firm as its preferred affiliation partner, and are excited about the prospect of having you join our team. We believe we can do great things together.

You should feel right at home at Woodbury. Cultural alignment is important when changing firms, and Questar and Woodbury share similar histories, cultures, and regional field support models. We also hold a common belief in the importance of offering a wide range of both fee- and commission-based products and services to support holistic financial planning.

In addition, since both firms clear through Pershing, you will not need to repaper your clients’ brokerage accounts – avoiding a major pain point associated with most transitions.

As part of our truly independent firm, you’ll have access to the best investment solutions for your clients that include a comprehensive list of approved products from the industry’s best providers.

You will also benefit from our considerable pro-growth resources, including:

  • State-of-the-art technology, including eQuipt, a completely digital client account opening solution, and Advisor Business Intelligence peer benchmarking and business reporting
  • A sophisticated commission reporting system allowing for detailed reports using various filters
  • Leading wealth management and investment advisory solutions, including Genesis Model Portfolios with minimums as low as $5,500
  • Business continuity, acquisition, and succession planning support, including our award-winning MySuccessionPlan.com that matches advisors looking to buy or sell their practices
  • Innovative advisor marketing support, including the popular MyCMO marketing platform
  • Access to our Insurance Consulting Services team to make doing insurance business efficient and effective
  • Business support from your Regional Vice President, Investment Advisory Consultants, an Internal Sales Desk, an Advanced Sales Team, and Advisor Facing Technology Support.

We recognize the importance of a smooth transition – for you and your clients – and are committed to providing just that. We have one of the industry’s most experienced teams working hand in hand with Questar’s team to ensure your transition is as seamless as possible. Furthermore, I’m very pleased we can offer the benefit of not having to “re-paper” your client brokerage accounts as we know that will greatly simplify this process.

I am excited to start our partnership and look forward to meeting you to learn about your business and how we can help you achieve your goals!

Sincerely,

Rick Fergesen
President & CEO
Woodbury Financial Services