Broker Check
Forrest E. Williams, Jr., CFBS, CLTC, CFS

Forrest E. Williams, Jr., CFBS, CLTC, CFS

Managing Partner

Forrest E. Williams, Jr. has been in the financial services industry since 1993.

Forrest is an Investment Advisor Representative with MML Investors Services LLC. and is also registered with the State of Virginia as an Insurance Consultant.  He works primarily in the areas of asset management, corporate retirement plans, and is the managing partner of our firm.

Forrest received his Bachelor’s Degree from Old Dominion University in 1983 and remains an ardent supporter of Old Dominion University athletics. He currently holds the CFBS (Certified Family Business Specialist), CLTC (Certified in Long Term Care), and CFS (Certified Fund Specialist) designations and has appeared on WTKR-TV and WVEC-TV commenting on investment strategy during trying times. Forrest has been quoted in numerous magazines on various investment topics and has also served on several national advisory boards for one of the leading insurance and investment firms in the country.

Forrest is very active in the community. He currently serves on the Board of The Norfolk Forum as Treasurer. He served as Past President of the oldest and largest Kiwanis Club in Hampton Roads - The Kiwanis Club of Norfolk and is Past President of the Norfolk Kiwanis Foundation. He is a 1999 alumnus of Leadership Hampton Roads and has served on the Board of Directors of the Old Dominion University Alumni Association, Greenbrier Country Club and is currently a member of Bayville Golf Club. Forrest has also been very active with numerous athletic associations that his children are involved in as a coach and mentor.

Forrest resides in Virginia Beach with his wife, Dr. Allison Ashe. Between them, they have five wonderful children. His personal interests include travel, playing golf, boating and coaching his kids’ sports teams.

Forrest specializes in:

  • Retirement Plans
  • Executive Compensation Plans
  • Individual Retirement Income Planning
  • Wealth Management