Gib Surles
Principal & Founder at The Forrest Group, LLC | Specialize in Planning for Business Succession and High Net Worth Estates
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Gib Surles
The Forrest Group, LLC, is an estate management firm in Houston, TX, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 2121 Sage Rd # 355Houston, TX 77••••••••91Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.CA ins lic #0F71305.Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Financial Services Professional
Oct 1987 — Present
Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
Texas A&M University
Bachelor's Degree, Business Administration
1985
The American College of Financial Services
Master's Degree, Financial Services
2001
Skills
- Aep
- Msfs
- Building Relationships
- Business Insurance Planning
- Retirement Planning
- Asset Protection
- Key Person Insurance
- Gifting Strategies
- Annuity Sales
- Clu
- Chfc
- Wealth Transfer Strategies
- Cfp
- Buy-Sell Agreements
- Estate Planning
- Succession Planning
- Business Exit Strategy
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