TROY FORMAN, MBA
Learning the importance of hard work and the value of putting clients first from his father, Troy is dedicated to establishing long-term client relationships rooted in trust. His clients benefit from his extensive experience in various types of financial, retirement and investment planning services. Troy leverages this expertise, along with his every day commitment to helping his clients reach their retirement income planning and investment goals.
Troy received both his Bachelor’s of Business in Economics and Master of Business Administration Degree from Western Illinois Univerisity, Macomb, Illinois. He is a member and Past President of Rotary Club. He is a member of the Columbus Chamber of Commerce, served on United Way Allocations Committee, and Board Member of Camp Lakeview. Troy has also served on St. Peter’s Lutheran Church Operations Board, Church Council, Board of Directors, and as Congregational Chairman and Treasurer.
In May 2019, Troy was selected to become a member of the Institute of Investment Management Consulting (IIMC)* at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants.
Originally from Macomb, Illinois, Troy lives in Columbus, Indiana with his wife, Cindy, and their son, Wade.
*The Institute of Investment Management Consulting (IIMC) is an internal certification offered by Raymond James, for Raymond James’ advisors.