Forrest E. Williams, Jr., CFS

Forrest E. Williams, Jr., CFS

Managing Partner

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

Forrest is an Investment Adviser Representative with LPL Financial. 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 CFS (Certified Fund Specialist) designation 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. He also holds his Series 6, 7, 24, 63 and 65 investment licenses with LPL Financial and is registered with the State of Virginia as an Insurance Consultant.

Forrest is very active in the community. He served as Past President of the oldest and largest Kiwanis Club in Hampton Roads – The Kiwanis Club of Norfolk – and remains active in his Kiwanis Club. He has also served as President of the Norfolk Kiwanis Foundation. He currently serves as Treasurer of the Westminster Canterbury 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, The Norfolk Forum and the Greenbrier Country Club.  He is currently a member of Bayville Golf Club. He is also a member of the Golf Digest Rating Panelist Board-where he performs ratings of premier golf courses all over the country.  He has been very active with numerous athletic associations that his children were 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 spending time with friends.

Forrest specializes in:

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