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Gib Surles, Clu, Chfc, Cfp, Msfs Email & Phone Number
Principal and Founder
at
The Forrest Group, LLC
1 work email found
@nylifesecurities.com
1 phone found area 713
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Founder
Location
Houston, Texas, United States
Company size
Who is Gib Surles, Clu, Chfc, Cfp, Msfs? Overview
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Quick answer
Gib Surles, Clu, Chfc, Cfp, Msfs is listed as Principal and Founder at The Forrest Group, LLC, a with 3 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at nylifesecurities.com, phone signal with area code 713, and a matched LinkedIn profile for Gib Surles, Clu, Chfc, Cfp, Msfs.
Gib Surles, Clu, Chfc, Cfp, Msfs previously worked as Financial Adviser & Certified Financial Planner™ at The Forrest Group, Llc and Licensed Agent at New York Life Insurance Company. Gib Surles, Clu, Chfc, Cfp, Msfs holds Master'S Degree, Financial Services from The American College Of Financial Services.
Company email context
Email format at The Forrest Group, LLC
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*@nylifesecurities.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gib Surles, Clu, Chfc, Cfp, Msfs. Compare company email patterns before reaching out.
Profile bio
About Gib Surles, Clu, Chfc, Cfp, Msfs
The Forrest Group, LLC, is an estate management firm in Houston, TX, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2121 Sage Rd # 355Houston, TX 77056(713)572-0091Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.CA ins lic #0F71305.Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Listed skills include Annuity Sales, Asset Protection, Building Relationships, Business Insurance Planning, and 16 others.
Current workplace
Gib Surles, Clu, Chfc, Cfp, Msfs's current company
Company context helps verify the profile and gives searchers a useful next step.
The Forrest Group, Llc
5 roles
Gib Surles, Clu, Chfc, Cfp, Msfs work experience
A career timeline built from the work history available for this profile.
Financial Adviser & Certified Financial Planner™
CurrentThe Forrest Group, LLC, located in Houston, TX, primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer & business succession planning. We address problems common to the transfer of wealth, lifestyles & financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2121 Sage Rd # 355Houston, TX 77056(713)572-0091Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.Neither The Forrest Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Forrest Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.
Jun 1997 - Present
Licensed Agent
CurrentAgent licensed to sell insurance through New York Life Insurance Company.
Jun 1985 - Present
Financial Services Professional
CurrentFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Oct 1987 - Present
Financial Adviser
CurrentFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Mar 2000 - Present
3 education records
Gib Surles, Clu, Chfc, Cfp, Msfs education
Master'S Degree, Financial Services
The American College Of Financial Services
Bachelor'S Degree, Business Administration
Texas A&M University
Education record
Robert E. Lee High School (Houston)
FAQ
Frequently asked questions about Gib Surles, Clu, Chfc, Cfp, Msfs
Quick answers generated from the profile data available on this page.
What company does Gib Surles, Clu, Chfc, Cfp, Msfs work for?
Gib Surles, Clu, Chfc, Cfp, Msfs works for The Forrest Group, LLC.
What is Gib Surles, Clu, Chfc, Cfp, Msfs's role at The Forrest Group, LLC?
Gib Surles, Clu, Chfc, Cfp, Msfs is listed as Principal and Founder at The Forrest Group, LLC.
What is Gib Surles, Clu, Chfc, Cfp, Msfs's email address?
AeroLeads has found 1 work email signal at @nylifesecurities.com for Gib Surles, Clu, Chfc, Cfp, Msfs at The Forrest Group, LLC.
What is Gib Surles, Clu, Chfc, Cfp, Msfs's phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for Gib Surles, Clu, Chfc, Cfp, Msfs at The Forrest Group, LLC.
Where is Gib Surles, Clu, Chfc, Cfp, Msfs based?
Gib Surles, Clu, Chfc, Cfp, Msfs is based in Houston, Texas, United States while working with The Forrest Group, LLC.
What companies has Gib Surles, Clu, Chfc, Cfp, Msfs worked for?
Gib Surles, Clu, Chfc, Cfp, Msfs has worked for The Forrest Group, Llc, New York Life Insurance Company, Nylife Securities Llc, and Eagle Strategies, Llc.
How can I contact Gib Surles, Clu, Chfc, Cfp, Msfs?
You can use AeroLeads to view verified contact signals for Gib Surles, Clu, Chfc, Cfp, Msfs at The Forrest Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Gib Surles, Clu, Chfc, Cfp, Msfs attend?
Gib Surles, Clu, Chfc, Cfp, Msfs holds Master'S Degree, Financial Services from The American College Of Financial Services.
What skills is Gib Surles, Clu, Chfc, Cfp, Msfs known for?
Gib Surles, Clu, Chfc, Cfp, Msfs is listed with skills including Annuity Sales, Asset Protection, Building Relationships, Business Insurance Planning, Estate Planning, Succession Planning, Life Insurance, and Strategic Planning.
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