Thomas H. Forbes,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas H. Forbes, CFP®

1st Vice President

Morgan Stanley

40701 Woodward Ave, Ste 200
Bloomfield Hills, MI 48304
(248) 723-1848

General

Thomas Forbes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Bloomfield Hills, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CIMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources