Expertise:
Ms. Forte's expertise is in estate planning, business succession planning and pre-initial public offering planning.
Favorite Business Publication:
Barron's; The Wall Street Journal
Hobbies/Sports:
Jet Skiing, Water Skiing, Boating, Golfing, Traveling
Education Degrees:
Bachelor's Degree, Queens College, Charlotte, NC
Affiliations Awards:
Morgan Stanley's Chairman's Club
What do you feel separates you from the rest of the professionals in your industry?:
Ms. Forte's client relationship management skills and passion for community development separate her from her peers.
What has been the most outstanding thing you have done thus far in your career?:
Ms. Forte's greatest career achievements were being recognized by the magazine entitled 'Barron's' as one of the top three among 100 best woman financial advisors.
Highlight of career?:
The highlights of her career were being in Chairman's Club in Morgan Stanley for eight years and being recognized by the magazine entitled 'Barron's'.
Charity:
Suncoast Children's Dream Fund; The Hospice of the Florida Suncoast; Operation Par; Ronald McDonald House Charities
Number Of Years In Profession:
15
Number Of Years In Current Position:
9
What Does He/She Attribute Success To:
She attributes her success to her hard work, interpersonal skills and the support she receives from her parents.
How Did They Get Involved In Profession:
She became involved in her profession because she had to financially support her family.
Extended Bio Profile:
Ms. Forte seeks to be featured in the book entitled 'The Winner's Circle' supported by the magazine entitled 'Barron's'.