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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Top 30 financial advisors of 136 near 29801

Out of 400,000+ nationwide

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James A

Series 63, Series 65

Augusta, GA

Merrill

James Adams is the Senior Resident Director at Merrill Lynch Wealth Management. He has been a financial advisor with Merrill for the past 27 years, helping clients achieve their individualized financial goals. Based in the Augusta, GA area, James and his team coordinate the financial affairs of individuals across the United States. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and serving clients in sports and entertainment. James holds a Bachelor’s degree from the University of North Carolina System and a Master’s degree from the University of South Carolina System. He is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). James and his wife Claudia live in Aiken, South Carolina. Outside of work, he enjoys biking, boating, and golfing. He is also involved in the community as a board member of the United Way of the CSRA.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting Executive Dentist
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James B

Series 63, Series 65

Augusta, GA

Merrill

James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Wealth management
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Ryan S

Series 66

North Augusta, SC

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Brent H

Series 63, Series 65

Aiken, SC

Merrill

Brent Hardy is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and has over 15 years of experience in the financial services industry. Brent is a Portfolio Manager who manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Brent focuses on a select group of clients, assisting them with all aspects of their financial lives. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He collaborates with the team of Financial Advisors at VCH & Associates to design and implement customized wealth management strategies aimed at accumulating and preserving wealth while managing investment risk. He holds a Bachelor's Degree in Business Management from the University of North Carolina Greensboro and is a graduate of the U.S. Army Intelligence School. Brent also holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He relocated to Augusta, GA from Spartanburg, SC in 2013. Outside of his professional work, Brent's personal interests include golfing, hunting, and traveling.

Wealth management Retirement income strategy Social Security optimization Tax-loss harvesting Charitable giving & philanthropy
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Crystal W

Series 66

North Augusta, SC

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Women Professionals
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Alicia K

Series 66

Aiken, SC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Intergenerational Families Divorced
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Briton W

Series 63, Series 66

North Augusta, SC

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies General estate planning guidance Wealth management
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Douglas G

Series 66

Augusta, GA

Merrill

Douglas Graves is a Financial Advisor at Merrill Lynch Wealth Management, bringing 18 years of experience in the financial services industry. He joined Merrill in 2018 and focuses on providing personalized wealth management strategies tailored to each client's financial goals. His areas of expertise include college education planning, managing new wealth, personal retirement planning, and retirement income. Douglas holds a Bachelor's degree from Augusta State University and a Master's degree from Boston University. He holds the Personal Investment Advisor (PIA) designation. A native of Augusta, Georgia, Douglas dedicates time to community involvement and enjoys baseball, golfing, photography, traveling, and watching movies outside of work.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy
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Jessica S

CFP®, ChFC®, Series 66

Aiken, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Wealth management
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Kelby H

Series 66

Aiken, SC

Edward Jones

Retirement income strategy General retirement planning Wealth management
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