Forest Busby Jr. began his financial advisory practice in 2006 after a 15-year career in the chemical industry as an independent researcher and manager of research organizations. A primary focus of his advisory practice is retirement planning and wealth transfer; he describes his approach as multi-generational wealth creation and preservation. Fueled by a passion for helping others, Forest uses his analytical skills to evaluate financial markets and execute strategies that are designed to help his clients live the retirement they envision while leaving a legacy for future generations.
Coupled with the multi-generational wealth creation and preservation aspect of Forest’s practice is a “friends and family” approach to interacting with people. A potential client may walk into his office as a stranger, but they leave as a friend. Forest’s goal is to build relationships that are so strong, he is viewed as a trusted family member by his clients. Forest’s clients come from all backgrounds and include educators, technical professionals, tradespeople and business owners; many of whom may have not previously needed the services of a financial advisor. This diversity of backgrounds reinforces his commitment to client education while providing sound financial advice. Forest is particularly fond of Warren Buffett’s quote, “be fearful when others are greedy and greedy when others are fearful.”
Community Involvement and Support
- University of Houston Cullen College of Engineering PROMES Student Success Advisory Board Member
- Fallbrook Church Financial Ministries
Education and Certifications
- University of Delaware, MS and PhD Chemical Engineering
- University of Houston, BS Chemical Engineering
- Series 7, 63 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- J.P. Morgan Securities
- Chase Investment Services
- Edward Jones
- The Dow Chemical Company
Raymond James is not affiliated with the above organizations and/or charitable causes.