Timothy Denehy

Investment Advisory Representative at Advocacy Wealth Management LLC

Timothy Denehy

Timothy Denehy

Investment Advisory Representative at Advocacy Wealth Management LLC

Biography

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.

Overview
Career Highlights

Memorial Military Museum

RelSci Relationships

1302

Number of Boards

1

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Timothy Denehy likely has professional access to. A relationship does not necessarily indicate a personal connection.

Relationship likelihood: Strong

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chairman at Advocacy Wealth Management LLC

Relationship likelihood: Average

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Average

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Average

Director of Trust Implementation at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chief Investment Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

President & Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

Founder at RS Core Capital LLC

Relationship likelihood: Weak

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Timothy Denehy
Investment Advisory Representative at Advocacy Wealth Management LLC
Education
National Graduate Trust School Program
Class of 1998

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Political Science

The College of the Holy Cross (or Holy Cross) is an undergraduate Roman Catholic, Jesuit, liberal arts college located in Worcester, Massachusetts, USA. Founded in 1843, Holy Cross is the oldest Roman Catholic college in New England and one of the oldest in the United States.

ROTC Program

The United States Navy (USN) is the naval warfare service branch of the United States Armed Forces and one of the seven uniformed services of the United States. It is larger than the next 13 largest navies combined in terms of battle fleet tonnage, according to one estimate. The U.S. Navy also has the world's largest carrier fleet, with 10 in service, one under construction (two planned), and two in reserve. The service has 317,054 personnel on active duty and 109,671 in the Navy Reserve. It operates 283 ships in active service and more than 3,700 aircraft.

Career History
Investment Advisory Representative
2012 - Current

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

President
Prior
Surface Warfare Officer
Prior

The United States Navy (USN) is the naval warfare service branch of the United States Armed Forces and one of the seven uniformed services of the United States. It is larger than the next 13 largest navies combined in terms of battle fleet tonnage, according to one estimate. The U.S. Navy also has the world's largest carrier fleet, with 10 in service, one under construction (two planned), and two in reserve. The service has 317,054 personnel on active duty and 109,671 in the Navy Reserve. It operates 283 ships in active service and more than 3,700 aircraft.

Boards & Committees
Member, Board of Directors
Prior
Awards & Honors
2007
Certified Trust and Financial Advisor
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