Thomas A. Forbes, II
Managing Director - Investment Officer | Fundamental Choice Portfolio Manager
Tom is a Managing Director - Investment Officer, and has been a Premiere Advisor* since 2007. He 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
Tom holds degrees in Accounting and Business Administration. He served as Assistant-Controller for Jacksonville University.
Philanthropy and community involvement is a priority for Tom and 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 an Assistant Coach for JJVA Boys Volleyball. He 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 Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
CA Insurance License Number: 0F31184. Resident State FL.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SPIC.