Forrest Close

Forrest has close to 30 years of experience in the financial industry with 14 years as a member of the New York Stock Exchange. At Merrill Lynch Wealth Management Forrest is a member of the GC Group.
The GC group draws on over 50 years of experience in financial services to help multigenerational families maintain their lifestyles and make meaningful decisions regarding the acquisition, growth and preservation of their wealth. We help clients define and prioritize their goals and develop a measurable plan for success. We do this by providing clients with significant strategies that go beyond stocks and bonds to include lending, insurance and access to banking solutions. Our goal is to deliver a truly personal client experience that is based on trust.

Forrest is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

Forrest holds the Series 7, 63, and 65 FINRA registrations, as well as the Certified Divorce Financial Analyst^® designation. He earned a B.A in Economics from Columbia University. In his free time, he enjoys spending time with his wife and two daughters, at the beach and playing tennis in the summer, and skiing in the winter. He is President of the board at Trackside, the Wilton CT Teen Center.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.