Bethany R. Wheeler, CTEP, MFP, RSP

Director of Trust Implementation

800-633-2967 PHONE

866-631-0607 FAX

bwheeler@advocacywealth.com

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Beth Wheeler is Director of Trust Implementation at Advocacy Trust Solutions She has been part of the Forge and Advocacy companies since 2011 and has played an integral role in starting our trust company, Advocacy Trust. Beth brings comprehensive trust and investment experience and knowledge from her tenure with both large bank trust departments and mid-size trust companies.

 

Beth has been a trust professional since 1994 and has previously held positions as Senior Trust Officer and Chief Trust Officer. She specializes in relationship management by providing stellar service to all parties involved in the process of creating and administering trusts. She has extensive experience working with attorneys, financial advisors, and other professionals as an advocate for trust beneficiaries and their families. She is also a member of the Society of Settlement Planners.

 

Beth is a graduate of Florida State University where she earned a Bachelor of Science degree in Finance. She also holds a Master of Science degree in Personal Financial Planning from Georgia State University. Beth is a graduate of Cannon Trust School.

 

Originally from West Palm Beach, Florida, Beth currently resides in Woodstock, Georgia with her husband and daughter. She is active in the philanthropic community. Most recently, Beth received the Bright Lights Award from the Leukemia and Lymphoma Society for her fund raising efforts. Beth has also volunteered for Susan G. Komen for the Cure, Habitat for Humanity, Atlanta Community Food Bank, and Junior Achievement.

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Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

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