Forrest Robertson is a Wealth Advisor with Buckhead Investment Partners. Forrest has over 17 years of experience in capital markets with expertise in financial planning and investment management.
Education
- Bachelor of Arts, University of North Carolina-Chapel Hill
- 2002 CERTIFIED FINANCIAL PLANNER™
Professional Experience (past to present)
- Waterhouse Securities Inc. – Branch Manager
- Charles Schwab & Co. – Financial Consultant, Schwab Private Client
- Buckhead Investment Partners, LLC – Investment Advisor
Associations and Affiliations
- Financial Planning Association
- Knights of Columbus
- Member of Marietta/Cobb Museum of Art
- University of North Carolina General Alumni Association (Atlanta Carolina Club)
Licenses and Registrations
- Series 65, Investment Advisor Representative