Forrest Financial Services, a division of UBS Financial Services Inc., is a leading wealth management firm based in Newport Beach, CA. With a team of experienced professionals, including Senior Vice President David Forrest, the firm specializes in providing integrated financial solutions to Ultra High Net Worth Individuals, their businesses, and families. Their comprehensive services cover areas such as US Wealth Management, Investment Debt Solutions, Swiss Based Investment Management, Investment Banking, Global Asset Management, and more.
With a focus on developing long-term relationships and delivering quality client service, Forrest Financial Services aims to be the primary source of financial advice for their clients. The team's expertise extends beyond traditional wealth management, with backgrounds in commercial real estate, investment management, and development. Through their global access and local focus, they provide clients with perspective that reaches across continents, ensuring they have access to resources and opportunities both locally and globally.
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