Sign up for free newsletter

 

Handshake

Rob Davis joins Advocacy Wealth Management

Advocacy Wealth Management has named Rob Davis as its regional director of client services.

Davis brings a background in finance and settlement planning to his new role providing ongoing client support.
 
Davis is a 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.
 
For the past four years, Davis has served as a settlement consultant with Forge Consulting. During his time at Forge, he earned the Certified Structured Settlement Consultant (CSSC) designation.
 
“Rob is a great addition to the Advocacy Wealth Management team,” says 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."


Subscribe to free daily newsletter
MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

latestjobs
Equity Capital Markets Investment Banking Analyst

Wed, 29 Jul 2015 00:00:00 GMT

Associate/AVP Quantitative Research Strategist

Wed, 29 Jul 2015 00:00:00 GMT

PhD Quantitative Developer

Wed, 29 Jul 2015 00:00:00 GMT

events
3 weeks 3 days from now - New York
4 weeks 4 days from now - Texas
5 weeks 5 days from now - New York
5 weeks 6 days from now - New York
specialreports