Atlanta, GA – Forrest Robertson has joined Atlanta-based Buckhead Investment Partners, LLC as an Investment Advisor.
Mr. Robertson brings 17 years of investment experience to the firm. Most recently, he was a Financial Consultant with Charles Schwab Private Client Services for eight years.
As a CERTIFIED FINANCIAL PLANNER™, he will be providing asset management and financial planning solutions to his clients. “Forrest has extensive experience working with clients as a financial advisor. We’re excited to have a seasoned professional with his level of expertise representing us in the metro-Atlanta area,” commented Bill Harris, BIP Managing Partner.
Forrest is a resident of Marietta. He and his wife, Kit, have seven children.
Contact Information for Forrest Robertson
Buckhead Investment Partners, LLC
3525 Piedmont Road
Building 8, Suite 515
Atlanta, GA 30305
Phone: 404.495.5230
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