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Forrest F

Series 66

Fernandina Beach, FL

Fidelity

Forrest Foxworth is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant I, II, & III at Fidelity Investments from 2024 to 2026. Before joining Fidelity, Forrest worked as a Financial Advisor at Thrivent Financial Services from 2023 to 2024. His professional approach emphasizes building trust through meaningful conversations and understanding each client's unique circumstances. He assists clients in navigating complex financial decisions by providing clear and practical guidance, focusing on what matters most to them. Forrest aims to be a trusted resource who helps clients gain confidence, make informed decisions, and stay aligned with their financial objectives. Outside of his professional work, Forrest has personal interests in art, concerts, music, soccer, surfing, and traveling.

Charitable giving & philanthropy Active portfolio management Consultant Executive
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