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Colin F

Series 66

Draper, UT

Raymond James Financial

Colin Forbes is a financial advisor with Raymond James Financial in Draper, UT, holding a Series 66 designation and nine years of industry experience. He previously worked at D.A. Davidson & Co. for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2025. Outside of his advisory role, he is a partner and managing member of M & C Forbes Properties LLC, a business focused on real estate investments. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

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

Series 63, Series 65

Draper, UT

Raymond James Financial

Michael Forbes is a financial advisor at Raymond James Financial with 41 years of industry experience. He previously worked at D.A. Davidson & Co. for 16 years before joining Raymond James in 2025. Outside of his advisory role, he is an investor in an oil and gas drilling company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and incorporates municipal and public finance expertise uncommon among large institutional advisors.

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

Series 66

Draper, UT

Raymond James Financial

David Blaylock is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved in construction and property maintenance through Blako Inc and also works as an independent contractor delivering food for DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and analytical tools to guide client investment decisions.

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