Columbus, IN– Troy J Forman, MBA, Branch Manager/Financial Advisor/Investment Management Consultant, RJFS located at Forman Investment Services, 2635 Foxpointe Dr, was recently named a member of the Executive Council II. ** This marks the 9th consecutive year that Forman has qualified for this important recognition.
Forman, who joined Raymond James in 1999, has over 26 years of experience in financial services, and represents the client-first values that the firm proudly applies to every part of business. Forman Investment Services works with those who value time, family, and recreation, and need today’s investment, tax, and estate planning complexities coordinated for them.
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 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.30 trillion as of Aug, 31, 2023. Additional information is available at raymondjames.com.
*2024 membership for Raymond James Financial Services advisors is based on prior 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.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Forman Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.
For more information, contact Forman Investment Services at 812-378-0730
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