Forrest Robertson, CFP®
Personal Wealth Advisor
WHAT’S THE BEST THING ABOUT YOUR JOB?
Getting to know clients on a personal level. As an advisor, I become acquainted with personal and intimate details of their lives: their goals, aspirations, fears and successes. I have watched children grow up and go to college and I have attended the funerals of close friends.
WHAT MAKES YOU PROUD OF WORKING HERE?
Our ability to deliver cutting edge investment solutions: science-based public market management, access to private equity and debt, and goal-focused financial planning. No other firm in our local market can do this.
WHAT DO YOU DO IN YOUR SPARE TIME?
I’m married with 7 children, so family life and events dictate much of what I do. Personally, I like to read, go running and am a huge sports fan.
“An investment in knowledge pays the best interest.”