AUSTIN, Texas – Branch Manager/Financial Advisor, Investment Management Consultant RJFS, Troy Forman recently attended the invitation-only Top Advisor Symposium*, hosted by Asset Management Services of Raymond James.
At the annual conference, financial advisors have the opportunity to attend insightful seminars and workshops led by subject-matter experts and industry leaders, and to network and share best practices with their peers.
Forman, whose office is located at 2635 Foxpointe Dr, Ste B in Columbus, IN was invited to attend the symposium for his commitment to fee-based client service, demonstrated by growth in his managed account business with AMS over the past fiscal year.
“Our sessions addressed a range of noteworthy topics, from new opportunities in the world of financial planning to market insights and economic forecasts,” Forman said. “It was also beneficial to hear about new resources available to help me better serve my clients.”
After returning from Austin, the site of the 2019 meeting, Forman plans to implement some of the ideas discussed at the conference.
“This was an incredibly valuable experience for me, and I look forward to sharing what I learned with my clients and colleagues,” Forman said.
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*Invitations to the Top Advisor Symposium are limited to advisors/advisor team which brought in 10MM+ in new money to the RJCS or Freedom portfolios within the 2019 fiscal year. Receiving this invitation may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,000 financial advisors throughout the United States, Canada and overseas. Total client assets are $838 billion. (Information last updated: 10/29/2019).
About Forman Investment Services
If you are not familiar with us, Forman Investment Services is an independent practice located in Columbus, Indiana focusing on Family Wealth Management and generational planning. We serve clients not just locally, but across the country and globe. In today’s day and age, especially after experiencing COVID, we are very comfortable communicating from any distance whether it be in person, a Zoom call, or by phone. We confidently adapt to our clients lives and unique relationship in the style of communication and complexity.
Our planning encompasses much more than choosing investments, as we must consider tax/estate planning, education funding, insurance, retirement planning, and so much more. We work with a select group of clients who value time, family, and recreation, and need today’s investment, tax, and estate planning complexities coordinated for them. We also provide one-time plans to those that are not in need of an ongoing advisor relationship yet to help get you on the right track.
Reach out to us for an introduction if you are interested in learning more!
Any opinions are those of Forman Investment Services and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
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