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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 13 financial advisors of 13 near 77656

Out of 400,000+ nationwide

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Gary F

Series 63, Series 66

Silsbee, TX

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Scott J

Series 66

Lumberton, TX

Merrill

Scott Jones is the Resident Director and Wealth Management Advisor at Merrill Lynch. He has been with Merrill Lynch Wealth Management since 1998 and has been in the financial services industry since 1994. His work focuses on portfolio management, retirement analysis, and distribution planning. Scott holds a bachelor's degree in finance from Lamar University and an MBA from the University of Houston–Clear Lake. He is certified as a CERTIFIED FINANCIAL PLANNER® and holds the Chartered Retirement Planning Counselor (CRPC) designation. His client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Scott enjoys fishing, gardening, and spending time with his family. He resides in Lumberton with his wife, Gina, and they have three adult sons.

Wealth management General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies
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Chelsea H

Series 66

Lumberton, TX

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Inheritance planning Oil & Gas Widow/Widower
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Matthew C

Series 66

Silsbee, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Oil & Gas
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Ronald R

Series 63

Lumberton, TX

R & R Financial Services, LLC

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Noel K

Series 63, Series 65

Lumberton, TX

PNC Wealth Management

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Eric W

Series 66

Silsbee, TX

Edward Jones

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Darrell C

Series 66

Lumberton, TX

Edward Jones

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Kimberly L

Series 66

Silsbee, TX

Edward Jones

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Jacob G

Series 66

Silsbee, TX

Edward Jones

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