Arbor Wealth Management

Arbor Wealth Management We are dedicated to the success of our clients through comprehensive planning and thoughtful investment advice. Andy is a lifelong resident of South Carolina.

Arbor Wealth Management of Raymond James brings over 25 years of investment industry experience to clients in the Southeast & across the county. I offer goal based retirement planning advice & investment management services to my clients and through our association with Raymond James we strive to be the premier alternative to Wall St. Andy Forrest
Vice President, Investments

Andy has more than 25

years of experience providing financial services and wealth management advice. A 1981 graduate of Presbyterian College, Andy joined Raymond James in April 2009 after 17 years with Merrill Lynch, lastly as Vice President and Senior Financial Advisor. As a trained economist, Andy leads the overall investment strategy for Thompson Wealth Management as well as acting as tactical investment strategist. Always wanting to better serve the needs of our clients Andy most recently completed the Advanced Estate Planning Institute Program (AEPI) at the Raymond James Institute of Finance. Andy is the Treasurer & a member of the Executive Board of the Greenville County Youth Orchestra Association, as well as an Executive Board member of the South Carolina Children's Theater. He has been married to his wife, Linda Owens Forrest for over 28 years and they are proud parents of two sons, Alex & Stuart. "Raymond James financial advisors may only conduct
business with residents of the states and/or jurisdictions
for which they are properly registered. Therefore, a
response to a request for information may be delayed. Please note that not all of the investments and services
mentioned are available in every state. Investors outside of
the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not
addressed on this site. Contact your local Raymond James
office for information and availability. Please follow this
link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York StockExchange/SIPC"

11/08/2021

“Risk comes from not knowing what you’re doing.”

Warren Buffett

06/19/2021

Happy Fathers Day!

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05/25/2021

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Raymond James Financial Advisor

09/26/2018

It’s a great time to do your 2018 year end tax planning.

09/21/2018
09/21/2018

Both died without a spouse, and their estates need to undergo complex valuations to determine tax liabilities.

06/01/2018

Happy June everyone!!!

Prince Harry and Meghan Markle have made some unusual choices for their marriage on May 19.
05/19/2018

Prince Harry and Meghan Markle have made some unusual choices for their marriage on May 19.

05/18/2018

Former Open champion Stewart Cink shares his thoughts on surviving the rigors of the road and his dark chocolate indulgence.

From his fitness routine on the road to eating right during a tournament, Stewart Cink discusses how he stays healthy and competitive on the PGA Tour.

Only worries about health and safety outranked financial anxiety in an annual poll by the American Psychiatric Associati...
05/17/2018

Only worries about health and safety outranked financial anxiety in an annual poll by the American Psychiatric Association.

Nearly 44 million U.S. adults are family caregivers, but the vast majority of them aren’t receiving any kind of respite ...
05/16/2018

Nearly 44 million U.S. adults are family caregivers, but the vast majority of them aren’t receiving any kind of respite care. That's a mistake.

Nearly 44 million U.S. adults are family caregivers, but the vast majority of them aren't receiving any kind of respite care. That's a mistake.

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310 The Parkway
Greer, SC
29650

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