His years of experience ... mean that Rob understands the importance of predictable wealth management, and strengthens our ability to provide top-tier service to all of our clients.
Montgomery, Alabama (PRWEB) August 07, 2014
Advocacy Wealth Management has named Rob Davis as its regional director of Client Services. Rob brings a background in finance and settlement planning to his new role providing ongoing client support.
Rob is a distinguished military graduate and finance major from North Georgia College and is a registered investment advisor, holding a Series 65 license and insurance licenses in over 10 states. His knowledge of finance and taxation brings added value to the Advocacy team. For the past four years, Rob has served as a settlement consultant with Forge Consulting LLC. During his time at Forge, Rob earned the Certified Structured Settlement Consultant (CSSC) designation, developed by the National Structured Settlement Trade Association in conjunction with the University of Notre Dame.
“Rob is a great addition to the Advocacy Wealth Management team,” noted Victor Wilkerson, founding partner. “His years of experience crafting settlement plans with Forge Consulting LLC mean that Rob understands the importance of predictable wealth management, and strengthens our ability to provide top-tier service to all of our clients."
About Advocacy Wealth Management
Advocacy Wealth Management is an SEC-registered advisory firm focusing on serving the needs of the plaintiff and their attorney(s) in the settlement process through the use of investment products. Advocacy stands proudly at the forefront of the settlement planning industry, providing an objective assessment of options, turning abstract dollar signs and terms into tangible plans. Visit http://www.advocacywealth.com/ to learn more about Advocacy Wealth Management.
About Forge Consulting LLC
Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services. The consultants at Forge provide a thorough analysis of settlement options on every case, identifying the client’s unique goals and providing multiple options, including insurance products, in easy-to-understand terms. Forge helps clients plan for the complicated issues associated with government benefits preservation, asset protection, estate planning, debt planning, housing, health care and more. To learn more about Forge Consulting, visit us at http://www.forgeconsulting.com/ and see how certain you can be about your financial services partner.