Ruth Forehand | Wealth Manager & LPL Financial Advisor

Bringing a wealth of investment, planning and tax experience to the PAX Financial team is Ruth Forehand.

An accomplished and decorated agent, Ruth was named one of San Antonio and Austin’s Five-Star Wealth Managers for 2010 by Texas Monthly Magazine. She has also been nationally published in seven major magazines. Her no-nonsense approach and willingness to deal with the difficult issues clients face with their finances makes her a tremendous asset to the PAX Team.

A native of the South, Ruth earned bachelor’s degrees in finance and English from Huntingdon College in Montgomery, Ala.  From there, she advanced to the University of North Carolina in Chapel Hill where she earned her master’s degree in business.

PAX has a genuine and supportive atmosphere which gives me the ability to meet clients where they are in life and truly make a difference,” Ruth says. “My creativity in providing solutions is not limited by products or commission constraints and allows me to focus solely on the clients’ needs.”

Birthplace: Mobile, AL

Children: Robert Edward

Joined The Team: August 1, 2009

Professional Designations: Certified Financial Planner®.

Securities Licenses: Series 6, 63, 65, 7

Insurance Licenses: Texas Life, Health, and Accident

Activities: Hiking, golfing, horse-back riding

Interests: Piano, cooking, reading, egyptology

Favorite Movies: Tootsie, Star Wars Trilogy

Favorite Book: The Power of Intention, Black Beauty

Favorite Team: Crismon Tide

Favorite Artist: Classical to Jazz

Favorite Theatre Production: The Lion King