James W Ferguson III

James W. Ferguson, III is a prominent accountant in Texas, with over 45 years of experience in the financial services industry. Currently based in McKinney, Texas, James W. Ferguson, III serves as co-founder and President of Rock Bridge, LLC. Committed to helping individual clients achieve their investment, retirement, and business goals, Mr. Ferguson and his associates provide highly personalized financial services. By developing long-term relationships with clients, the professionals at Rock Bridge are able to create sophisticated financial plans that persevere through life's changes and volatile investment landscapes. Information regarding the specific financial services offered by James W. Ferguson, III and his team can be found online at www.rockbridgeplanning.com.

Beyond his work with Rock Bridge, the recent career history of James W. Ferguson, III includes serving as a Manager of State & Federal Equities, Ltd., in Amarillo, Texas. In that position, he was responsible for partnership structuring, project financing, and property acquisitions. Earlier in his career, James W. Ferguson, III served as a Founder of Fortress Financial Group, Inc., in Dallas, Texas. The diverse career experience of Mr. Ferguson includes serving the financial needs of large range owners and closely held business owners in banking, oil and gas, agriculture, and real estate industries.

James W. Ferguson, III studied at Midwestern State University, earning his Bachelor of Business Administration with an emphasis in Accounting in 1969. After achieving his license as a Certified Public Accountant, he became one of the first to receive the designation of Personal Financial Specialist. He is also qualified as a Certified Exit Planning Advisor from the Exit Planning Institute, a qualification held by only 150 advisors in the world.