Forest Busby Jr. began his financial advisory practice in 2006 after a 15-year career in the chemical industry. 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 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. Forest’s goal is to build relationships that are so strong, his clients view him as their CFO and trusted family member. Forest’s clients come from all backgrounds and include educators, technical professionals, tradespeople and business owners. This diversity of backgrounds reinforces his commitment to client education while providing sound financial advice. Forest is particularly fond of Warren Buffet’s quote, “be fearful when others are greedy and greedy when others are fearful.”
Community Involvement and Support
- Raymond James Cares - Houston Area Urban League Financial Literacy
- Raymond James Practice Intelligence Advisory Council
- University of Houston Cullen College of Engineering PROMES Student Success Advisory Board Secretary
- 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
- 2022 Community Impact Award - Raymond James Community
- Black Financial Advisors Network
- 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.