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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www.formanis.com
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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.