Timothy Denehy, CFP ®, CTFA, CSSC

Investment Advisory Representative

800-633-2967 PHONE

866-631-0607 FAX

tdenehy@advocacywealth.com

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800-633-AWMS (2967)

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.

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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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