Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Forrest has close to 30 years of experience in the financial industry with 14 years as a member of the New York Stock Exchange. At Merrill Lynch Wealth Management Forrest is a member of the MGRC Group.
The MGRC group draws on over 100 years of experience in financial services to help multigenerational families maintain their lifestyles and make meaningful decisions regarding the acquisition, growth and preservation of their wealth. We help clients define and prioritize their goals and develop a measurable plan for success. We do this by providing clients with significant strategies that go beyond stocks and bonds to include lending, insurance and access to banking solutions. Our goal is to deliver a truly personal client experience that is based on trust.
Forrest is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Forrest holds the Series 7, 63, and 65 FINRA registrations, as well as the Certified Divorce Financial Analyst® designation. He earned a B.A in Economics from Columbia University. In his free time he enjoys spending time with his wife and two daughters, at the beach and playing tennis in the summer, and skiing in the winter. He is active locally serving on the board of the local teen center, and Liberation Programs, a non-profit organization fighting substance abuse in southwestern Connecticut.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.