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Forrest Robertson
Personal Wealth Advisor @BIP Wealth
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WORK HISTORY
Personal Wealth Advisor @BIP Wealth
Atlanta, GA, US
I provide wealth management services to individuals and families. Services include:*investment management*financial planning*private equity, direct real estate, mezzanine financeA high degree of attention and customization allows me to build strong, long-term relationships with my clients.Specialties: financial planning, investment planning
EDUCATION
The University of North Carolina at Chapel Hill
B.A., History
SKILLS
ABOUT FORREST ROBERTSON
Many firms say they can manage your wealth. Few can help you create it. At Buckhead…
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