Ami K. Forte

Ami Forte
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Ami K. Forte's Biography

Type Of Business:
Finance Company
Marketing Area:
International
Expertise:
Ms. Forte's expertise is in estate, business succession and pre-initial public offering planning.
Major Product/SVS:
Financial Services
Favorite Business Publication:
Barron's; The Wall Street Journal
Hobbies/Sports:
Jet Skiing, Waterskiing, Boating, Traveling, Tennis
Education Degrees:
Bachelor of Science, Queens University, Charlotte, NC
Place of Birth:
Richmond
Children's Names:
Evan
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlights of her career were being in the Chairman's Club in Morgan Stanley for eight years and being recognized by the magazine entitled 'Barron's' for the past two years, as the Top 100 Financial Advisors and Top 100 Woman Financial Advisors.
Charity:
Suncoast Children's Dream Fund; The Hospice of the Florida Suncoast; Operation PAR; Ronald McDonald House Charities; Gulfcoast Oncology Foundation
Number Of Years In Profession:
24
Number Of Years In Current Position:
18
What Does He/She Attribute Success To:
She attributes her success to her hard work, interpersonal skills and to the support she receives from her parents.
Why did you become involved in your profession or industry?:
She became involved in her profession because she has 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'. She also does public speaking at the Barron's conference. She has also appeared in the Research magazine, Pink magazine and Fox Business News with Neil Cavuto.
Position Responsibilities and Duties:
Working with Ultra High Net Worth Individuals to Preserve, Manage and Distribute Wealth
Education Certifications:
Certified Senior Consultant; Certified Wealth Advisor
Awards/Honors:
Barron's List
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