![Beth Wheeler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Beth Wheeler is Senior Vice President-Trust Services at Advocacy Wealth Management Services LLC.
She joined Advocacy Wealth Management Services in November 2011.
Ms. Wheeler was previously employed as Audit Manager by SunTrust Bank, Atlanta and a Principal by Reliance Trust Co.
Ms. Wheeler is a graduate of Florida State University where she earned a Bachelor of Science degree in Finance.
Beth also holds a Master of Science degree in Personal Financial Planning from Georgia State University.
Ehemalige bekannte Positionen von Beth Wheeler
Unternehmen | Position | Ende |
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Advocacy Wealth Management LLC
![]() Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Präsident | 31.01.2013 |
SunTrust Bank (Atlanta, Georgia)
![]() SunTrust Bank (Atlanta, Georgia) Regional BanksFinance SunTrust Bank engages in the operations as a state chartered commercial bank. The company was founded on September 21, 1891 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | 31.12.1999 |
Reliance Trust Co.
![]() Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Corporate Officer/Principal | - |
Ausbildung von Beth Wheeler
Florida State University | Undergraduate Degree |
Georgia State University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Reliance Trust Co.
![]() Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Finance |
SunTrust Bank (Atlanta, Georgia)
![]() SunTrust Bank (Atlanta, Georgia) Regional BanksFinance SunTrust Bank engages in the operations as a state chartered commercial bank. The company was founded on September 21, 1891 and is headquartered in Atlanta, GA. | Finance |
Advocacy Wealth Management LLC
![]() Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | Finance |