Mr. Denehy will be responsible for the burgeoning Advocacy Trust Solutions, an arm of the company providing vetted trustees and predictable solutions to families nationally.
Enfield, CT (PRWEB) March 22, 2012
Timothy Denehy (CTFA, CSSC) joins the Forge Consulting family as Vice President – Trust Business Development at Advocacy Wealth Management, a plaintiff-centric SEC Registered Investment Advisory firm based in Atlanta, Georgia.
Mr. Denehy will be responsible for the burgeoning Advocacy Trust Solutions, an arm of the company providing vetted trustees and predictable solutions to families nationally. In this vital role, Tim will be working with plaintiff attorneys, trust attorneys, consultants, and trust companies to facilitate a complete review of appropriate trust planning strategies for clients. This includes suitability review, implementation, and funding of trusts, ranging from Asset Protection Trusts and Pooled Trusts to Special Needs Trusts of all types.
Prior to joining Advocacy, Tim served in a variety of trust-related positions at large banks and mid-size trust companies including as a trust consultant, trust officer, and as an estate settlement officer. Tim completed the National Graduate Trust School program at Northwestern University in 1998; received his Certified Structured Settlement Consultant (CSSC) designation in 2003; and received his Certified Trust and Financial Advisor (CTFA) designation in 2007. He currently serves on the Board of Directors for the Society of Settlement Planners (SSP).
“The growth and expansion of the Forge team and Advocacy’s staff ensures that we will be able to meet the ever-changing needs of our clients. We are pleased to welcome Tim Denehy to our team and know that he will be an important asset to the company, both in the Northeast and nationally” said Spooner Phillips, CEO of Forge Consulting.
Tim received his degree in Political Science from the College of the Holy Cross in Worcester, Massachusetts, where he participated in the Navy ROTC program. Tim subsequently served as a Surface Warfare Officer in the United States Navy. Today, he resides in Somers, CT where he lives with his wife and two children.
About Advocacy Wealth Management:
Advocacy Wealth Management Services, LLC, based in Atlanta, Georgia, is a fee-only Registered Investment Advisory (RIA), serving plaintiffs nationally. In conjunction with Forge Consulting LLC, Advocacy utilizes its staff’s knowledge of the legal process, trusts, tax code, government benefits, and investment management. Advocacy manages any size settlement for long-term security, maximum protection, needed liquidity, and predictability.
About Forge Consulting:
Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services and products. The consultants at Forge provide a thorough analysis of settlement options on every case, identifying the client’s best interests and providing multiple options 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, healthcare, and more.