(pictured left to right) Christopher “Kip” Zebroski, Dan Woods, John Thompson, Tom Forbes & Daniel Gilham
Our group focuses on the unique needs of high net worth families and business owners. Our team of five Financial Advisors include: a Chartered Retirement Planning Counselor,® a Certified Investment Management Analyst,® a Certified Retirement Plans Specialist,® a former Trust Officer and a former Accountant/Controller. We provide advice which includes (but is not limited to) estate planning strategies, statistically validated retirement planning, trust and family foundation consulting, business succession planning, charitable planning, retirement plans for business owners, stock option consulting, concentrated stock strategies, and multi-generational services.
Our mission is to give objective, independent and unbiased advice. We provide an institutional investment approach designed for individuals and families. We believe independent third party investment managers with specific skill sets and philosophies are superior to the one person investment manager attempting to “do it all.” The Forbes & Thompson Wealth Management Group incorporates third party research and the vast research of Wells Fargo Advisors into our investment strategy design process. We provide our clients with sophisticated and in depth risk/return analysis. We believe this process enables us to identify the world’s top investment managers. With the help of Wells Fargo Advisors, we are able to deliver these strategies cost effectively with significant economies of scale. We firmly believe that families deserve the same level of advice, research and objectivity as large institutions.
We Listen. Every client has a unique set of circumstances. We are thorough in our task of getting to know and understand you and your family. By asking the right questions and recognizing that your objectives and priorities are unique, we are able to develop customized strategies that fulfill your vision. We include your tax advisors, estate planning counsel and other trusted advisors in this process. With your direction, we form a comprehensive plan that is focused on your priorities, your legacy and above all your vision. We execute these strategies in your plan through ongoing dialogue and a continued understanding of changes in tax law, estate law, economic conditions and investment markets.
The economy and investment markets have undergone incredible change. Business owners and high net worth families face complex and important decisions about their future. Today’s decisions are new due to an evolution in the American economy. Our team has been trained to help clients face these challenges. We work with our client’s other trusted advisors to provide a synchronized planning approach which simplifies our client’s advice model. We provide access to Wells Fargo Private Bank, Wells Fargo Business Bank and Wells Fargo Commercial Bank for our clients. By working in tandem with each division of Wells Fargo, we can help business owners accomplish their objectives more effectively.
We are now accepting new clients. Please let us know how we can help you.
*NABCAP disclosure – Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.our responsibility to deliver that value.
John Thompson, CIMA®, Senior Vice President–Investment Officer
John was selected by Wells Fargo Advisors as a “Premier Advisor” each of the last two years and also selected to serve on the Wells Fargo Advisors Director’s Council.* John was selected as a “National Premier Wealth Manager” by the National Association of Board Certified Advisory Practices in 2012. John and the Forbes & Thompson Wealth Management Group of Wells Fargo Advisors were selected by the Jacksonville Business Journal as a “Premier Wealth Manager” in 2013. John holds the Certified Investment Management Analyst SM designation (CIMA®), which is administered by the Wharton School of Business at the University of Pennsylvania. John is a member of the Investment Management Consultant’s Association and is a graduate of Leadership Jacksonville (2011). He serves on the Board of Jacksonville Community Council Inc. (JCCI) and Dreams Come True. John also serves on the Jax Chamber of Commerce Board of Governors and the Meninak Foundation Advisory Committee. He is a graduate of the University of Florida and a native of Jacksonville. John and his lovely wife Renee reside on the Southside with their two young children; Foster and Luci.
*The Jacksonville Business Journal Premier Wealth Manager award is based on data provided by several advisors. Advisors are ranked based on assets under management, regulatory record, and education. Investment performance is not an explicit component.
Thomas Forbes II, Senior Vice President-Investment Officer has over 16 years experience consulting in investment management, investment planning and wealth management. He joined what is now Wells Fargo Advisors in 1997. For the past 7 years, Tom has been selected by Wells Fargo Advisors as a Premier Advisor and Directors Council member. Tom is a former accounting and finance executive, serving as Assistant Controller at Jacksonville University. He is an alumnus of Georgia Southern University, with degrees in accounting and business administration. Tom was involved in founding the annual Serving up a Cure tennis tournament benefiting cancer research and is the President of Deerwood Gives Back Inc. a 501(c)3. Tom is married to his college sweetheart, Rebecca Forbes and they have three children: Meghan, Chelsea and Tommy. The Forbes’ reside in the south side of Jacksonville and are members of Crossroad Church.
*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-services best practices. The Director Council is a level in the Premier Advisor program.
Dan Woods, CRPS®, First Vice President–Investment Officer
Dan Woods, First Vice President-Investment Officer, began his career in 1989 as a financial advisor and spent over 17 years at Bank of America-Merrill Lynch. Dan holds the Chartered Retirement Plans Specialist designation (CRPS®), which is administered by the College for Financial Planning. Dan is active in the YMCA’s Adventure Guides program where he serves a leadership role in the annual event planning. He is also a member of Ponte Vedra Presbyterian Church, serving in the youth ministry. Dan is a graduate of Barry University and holds a Bachelor of Science with an emphasis in Financial Planning. Dan and his wife Renee live in Ponte Vedra and stay active keeping up with their three boys: Jackson, Nicholas, and CJ.
Daniel Gilham, CRPC®, Financial Advisor
Daniel holds the Chartered Retirement Planning Counselor® designation, which is focused on the areas of; estate planning, income taxes, long term care, employer sponsored plans, deferred compensation, asset management, and investment strategy. He spent 9 years as an executive with AOL as an international program manager, leading the company into new markets in India, Argentina, Philippines, South Africa, and Israel. Daniel was selected by the Jacksonville Business Journal as one of the “40 under 40” for 2013. As a volunteer, Daniel serves as a Director for the World Affairs Council of Jacksonville, as Director for Family Foundations, as Treasurer for the Economic Roundtable of Jacksonville and as a volunteer with the United Way. Daniel is a graduate of Leadership Jacksonville (2010) and is one of the United Way’s Stein Fellows. Daniel is a graduate of the University of Arizona and studied economics at The American University in Washington, DC. He and his wife, Carol, reside in Jacksonville and are actively involved in their church, Eleven22.
*The Jacksonville Business Journal 40 under 40 winners were chosen based by the Jacksonville Business Journal staff. The award is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.
Christopher “Kip” Zebroski, Managing Director–Investment Officer
Christopher “Kip” Zebroski, Managing Director-Investment Officer, has over 15 years of experience in the financial services industry. For the last 10 years, Kip was a Managing Director and Vice President for a startup Family Office–Trust Company. Kip has been interviewed as an experienced resource in wealth management on National Public Radio (NPR), FOX 30 News, Florida Trend, The Florida Times-Union, 904 Magazine and Jacksonville Living. Prior to serving the high-net worth market, Kip served as Regional Vice President for Manulife Wood Logan (now John Hancock), working with Financial Advisors to provide retirement strategies and education planning vehicles to the public. He is a graduate of Hartwick College and married his college sweetheart Sarah. They currently reside in Ponte Vedra Beach, Florida with their two boys James and William.
*Wells Fargo Advisors is not a tax or legal advisor. Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
Investment and Insurance products: NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
Wells Fargo Private Bank, Wells Fargo Business Bank, and Wells Fargo Commercial Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries
1 Independent Dr., Suite 2400, Jacksonville, FL 32202 • Tel. 351.7654 • Toll Free 1.800.342.0689 • forbesthompson.com