It’s Our Anniversary!
Scroll through some highlights from our past 25 years (and counting…)
Founding
In January 1999, father/son team Jim and Troy Forman launched Forman Investment Services (FIS) and started growing an impressive portfolio of clients.
National Recognition
Amongst other recognitions, in 2015, Troy Forman was elected to the Raymond James Executive II Council.*
“It’s a great honor,” said Troy Forman. “The Executive Council honors are based not only on prior fiscal year production, but also presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.”
Troy has been elected to the council each year since.
Team Approach
FIS has added a team of professionals including financial advisors, a client service specialist, marketing and operational coordinators, and a relationship manager.
Troy Forman states, “Our office uses a team approach to support our advisors and help ensure continuity of service and timely responses to client needs.”
Office Expansion
In 2017 FIS purchased the suite next door and completed a renovation that doubled the size of the office.
The new space contains a larger conference room, more individual offices to accommodate the growing team, a welcoming lobby, and parking spaces a few steps from the door.
Co-Founder Retires
In December 2017, co-founder Jim Forman retires after 57 years in the business industry.
Jim stated, “I enjoyed my job so much and always tried to put my clients first. I am so comfortable retiring because I know our clients are in very good hands.” Troy took over the role of Branch Manager and continues to lead the team.
COVID-19 Lockdown
The pandemic years of 2020 and 2021 created changes for everyone.
Along with in-person meetings, FIS was already calling clients regularly to review accounts and portfolios, as well as utilizing video conferencing for some. Increasing virtual meetings during this time still allowed FIS to provide elite service, even during a pandemic. Today, a combination of meeting styles is used depending on client preference.
Thank You for Helping Us Celebrate 25 Years
Troy Forman states, “This gives us the opportunity to pause and say thank you to our loyal clients. It’s been a pleasure to serve you, and our team looks forward to working with you for generations to come!”
Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award rating.
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