Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.