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portrait of Brent Forlow
FINANCIAL ADVISOR

Brent Forlow

CFP®, CEPA®, AAMS™
1620 Placida Road, Englewood, FL 34223opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Brent

Since starting with Edward Jones in 2003, I have advised clients through different life stages, complex investment situations and ever-changing market conditions. 20+ years in this business has only increased my desire to help clients understand financial matters and clarify their life goals. I strive for excellence in the service and advice I provide to my clients, so I earned the Accredited Asset Management Specialist™ designation as well as the CERTIFIED FINANCIAL PLANNER™ certification.

I strive to make sure my clients feel heard by understanding their unique story. Financial health determines so much of life's trajectory and it is an honor...

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Values and Faith Based Investing

Work History

  • Edward JonesJuly 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Clemson UniversityMaster of Science

Team Members

  • Kerri Crawford
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 475-5187

Fax

(888) 234-2780

Office Address

1620 Placida Road
Englewood, FL 34223opens in a new window

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