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Troy F

Series 63

Columbus, IN

Raymond James Financial

Troy Forman is a financial advisor with Raymond James Financial in Columbus, IN, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James since 1999 and also serves as president of Forman Investments Services, Inc., a support company. Additionally, he is treasurer and board member of the St Peters Lutheran Church Foundation. Raymond James Financial provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas C

Series 63, Series 65

Columbus, IN

Raymond James Financial

Nicholas Combs is a financial advisor at Raymond James Financial with eight years of industry experience. Prior to joining Raymond James in 2019, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, as well as the Thorne Insurance Agency. He holds Series 63 and Series 65 designations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pensions, corporations, nonprofits, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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