Forrest Magee Email & Phone Number

Financial Planner @ Strategic Financial Group

5 free lookup(s).

Forrest Magee Location

Houston, TX, US

Forrest Magee Work

2025 - now Financial Planner @ Strategic Financial Group
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2024 - 2025 Investment Administrator @ Fidelity Investments
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2022 - 2024 Active Trader Specialist @ Morgan Stanley/Etrade

2021 - 2022 MBA Candidate @ Pepperdine Graziadio Business School
2020 - 2020 Loss Mitigation Specialist @ Rushmore Loan Management Services LLC
2019 - 2020 Asset Manager @ Dakota Asset Services
2017 - 2019 Transaction Analyst @ Roosevelt Management Company
View Department

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Forrest Magee Education

Pepperdine Graziadio Business School
Master of Business Administration - MBA (Finance)
2021 - 2022
Texas A&M University
2013 - 2017

Forrest Magee Skills

Uniform Investment Adviser Law
Uniform Combined State Law

Forrest Magee Summary

Forrest Magee, based in Houston, TX, US, is currently a Financial Planner at Strategic Financial Group. Forrest Magee brings experience from previous roles at Fidelity Investments, Morgan Stanley/Etrade, Pepperdine Graziadio Business School and Rushmore Loan Management Services LLC. Forrest Magee holds a 2021 - 2022 Master of Business Administration - MBA in Finance @ Pepperdine Graziadio Business School. With a robust skill set that includes Uniform Investment Adviser Law, Uniform Combined State Law and more. Forrest Magee has 1 emails and 2 mobile phone numbers on RocketReach.

Forrest Magee Emails

Found 1 emails

@gmail.com

Forrest Magee Phone Numbers

Found 4 phone numbers

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Top Strategic Financial Group Employees

Blaine Burke

Financial Advisor at Strategic Financial Group

Houston, TX, US
4
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4
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George Joseph

Financial Advisor, Investment Advisor Representative at Strategic Financial Group

Houston, TX, US
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Forrest Magee

Financial Planner at Strategic Financial Group

Houston, TX, US
1
- gmail.com
4
- +1 830-257-XXXX
- +1 228-289-XXXX
- +1 720-435-XXXX
- +1 713-252-XXXX
Morgan Wilson

Director of Recruiting at Strategic Financial Group

New York, United States
3
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- financialguide.com
1
- +1 615-804-XXXX
Mary McNulty

Assistant Recruiting Coordinator at Strategic Financial Group

Houston, TX, US
2
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Jacob Goodin

Financial Planner at Strategic Financial Group

Friendswood, TX, US
3
- sfgplanning.com
- gmail.com
- geico.com
2
- +1 281-992-XXXX
- +1 713-820-XXXX
Cesario Cavazos Jr

Director of Advisor Development at Strategic Financial Group

Katy, TX, US
3
- gmail.com
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