CoverProfile

Forrest Robertson

Personal Wealth Advisor

BIP Wealth

United States, Georgia, Atlanta

About Me

Forrest has been in financial services for +30 years, but finally found his home with BIP Wealth. He thinks it is great to work with folks who are smarter than he is! BIP Wealth cares about clients and employees, and he has enjoyed success building a business in such a supportive, collaborative environment. Forrest is a 25 year resident of the Atlanta area. He enjoys walking and hiking, with Kennesaw Mountain being a favorite spot. He is an avid reader (fiction and non-fiction books) and is a fan of classical music (Shostakovich is his favorite composer). In addition to his favorite college teams, Forrest is a supporter of Atlanta United FC and Chelsea FC. He loves to travel to visit fami

View more

Profile Information

Personal Wealth Advisor

BIP Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Sep 30, 2024

More profiles to browse

MB
Mark Buffington
Co-Founder, Board Member
Profile Photo
Taylor Williams
Personal Wealth Advisor at BIP Wealth
JS
J.P. Scott
Personal Wealth Advisor
DA
Darrick Alford
Chief Financial Officer

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc