Jeff Forster

About Jeff Forster

Our team has a combined 100 years of experience advising to our clients and their families. My father, Dennis, became a Financial Advisor and Branch Manager in 1979. In 1998, I joined Dennis to form The Forster Group at Morgan Stanley: a multi-generational family practice. As a dedicated team of experienced professionals, our mission is to establish long-lasting client relationships that span generations. We help families build, preserve and pass on wealth, and we work to establish financial stability for our clients and their families. OUR APPROACH Generations of our clients\' families have worked with generations of our family to help them achieve their financial goals. We continue to build upon the values and principles that have been at the core of our business as we bridge the solid foundation of the past with the challenges and opportunities of the present. We continuously strive to integrate our capabilities in delivering customized wealth management solutions to help meet the multi-generational needs of our clients\' families. WHY CHOOSE US? Our mission is to help-manage risk for our clients -invest with discipline -preserve our clients\' assets -assist clients in avoiding the most common pitfalls for most investors, fear and greed While markets, solutions and services today are vast and more complex, our approach to serving our clients and their families has stood the test of time. MY ROLE AT THE FORSTER GROUP My role on The Forster Group is to: 1) help deliver the level of service our clients deserve, 2) consult to families or executives on optimizing the financial aspects of their balance sheet, both personally and at the business. My relationships are built upon hard work, dedication and open communication with my clients in order to preserve their wealth. TEAM EXPERIENCE: Dennis Forster, CFP® - 44 years Jeff Forster, CIMA®, CRPS® - 24 years Julie Williams - 29 years Suzan Victor - 30 years Eva Enrigue - 8 years

Experience

1. Senior Investment Management Consultant, Financial Advisor at Morgan Stanley, Cima, Crps

   Morgan Stanley

   Nov 1998 — Present · Santa Barbara, CA, US

   Interests:Golf, tennis, basketball, snow and water skiing, flying airplanes (have my pilot\'s license with VFR rating), speaking Japanese, coaching my kids\' sports teams, Central Coast wine fan, and family trips to a variety of interesting locations such as Lake Powell, Tahoe, and Hawaii. And, lastly, taking a random nap on the weekends -)Disclosures:©2022 Morgan Stanley Smith Barney LLC (MSSB), Member SIPC (sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: more information on the designation listed above, go to investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance products are offered through Morgan Stanley Smith Barney LLC in conjunction with its licensed insurance agency affiliates.Life & Variable Annuity Insurance License #0C61484Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 12•••17

Education

• Semester At Sea

  General Education

  1989 — 1989

• San Diego State University-California State University

  BS

  1987 — 1992