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Profil
Mr. Charles T.
Schell is a Chairman at Advocacy Wealth Management LLC.
He is also a founding partner of Forge Consulting LLC.
Most recently, Mr. Schell managed the development of Advocacy Trust Solutions, the division of AWM responsible for trust planning/design and administering trust solutions.
ATS's directed trustee approach is based on the premise that two fiduciaries are better than one.
Whether dealing with individuals or corporations as trustees, this philosophy increases regulatory and fiduciary oversight, increases services and benefits, and reduces overall cost.
Mr. Schell received his undergraduate degree from The University of North Georgia.
Anciens postes connus de Charly Schell
| Sociétés | Poste | Fin |
|---|---|---|
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Fondateur | - |
Formation de Charly Schell
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Entreprise privées
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Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Finance |
The University of North Georgia
 The University of North Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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