Timothy Denehy, CFP ®, CTFA, CSSC
Investment Advisory Representative
Tim Denehy is a CERTIFIED FINANCIAL PLANNER™ who has over twenty-five years of experience in the trust and financial services industry. Tim works directly with injured plaintiffs and their families to develop comprehensive settlement plans designed to manage and protect a lawsuit recovery.
Prior to joining Advocacy Wealth Management, Tim served in a variety of 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. On December 20, 2013 he received his designation as a CERTIFIED FINANCIAL PLANNER™. He is a Registered Investment Advisor Associate and holds a Series 65 registration.
Tim is a graduate of the College of the Holy Cross in Worcester, Massachusetts where he received a degree in Political Science and participated in the Navy ROTC program. He subsequently served as a Surface Warfare Officer in the United States Navy. Tim resides in Connecticut with his wife, Barbara, and two children, Mary and Jack.
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.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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