Thomas A. Forbes, II

Thomas A. Forbes, II

Senior Vice President - Investment Officer,
Fundamental Choice Portfolio Manager

Phone: 904-351-7643
Fax: 904-351-7601
E-mail:
 

Tom has been an advisor to high net worth families since 1997. He enjoys working with families for many years and multiple generations. Tom seeks to understand each family’s unique needs to provide valuable, customized advice.

Some facts about Tom:

• Degrees in Accounting and Business Administration.

• Served as Assistant-Controller for Jacksonville University.

• Selected as a “Premier Advisor” by Wells Fargo Advisors for over 10 years, and a 2014 Premier Advisor by the National Association of Board Certified Advisory Practices. *(Please see disclosure listed below.)

• Community involvement has included in the past: Mayoral appointment to the Jacksonville Citizens Planning Advisory Committee (Dist. 2), Treasurer of the Hunter’s Mill Community Association, a volunteer continuing education teacher for Jacksonville University and the Duval County Community Schools Program, Chairman of the Hendricks Day School Charity Golf Tournament, Founder of Serving up a Cure tennis tournament benefiting cancer research, President of Deerwood Gives Back Inc. a 501(c)3.

• Tom is an avid tennis player and serves as the Assistant Coach for his son’s (Tommy) volleyball team.

• Tom is married to his college sweetheart, Rebecca and they have three children: Meghan, Chelsea and Tommy. The Forbes’ reside in the south side of Jacksonville.

*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism..

*NABCAP Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SPIC.