the advocacy team

Beth Wheeler, CTEP, MFP

Senior Vice President - Trust Services

Advocacy Wealth Management

770-595-2271

bwheeler@advocacywealth.com

Beth Wheeler recently joined Advocacy Wealth Management as Senior Vice President of Trust Services. Beth brings comprehensive trust and investment experience and knowledge from her tenure with both large bank trust departments and mid-size trust companies. This experience allows Beth to recommend appropriate trust solutions by coordinating the needs of the trust client with services offered by various trust partners.

Beth has been a trust professional since 1994 and has previously held positions as Senior Trust Officer and Chief Trust Officer. She specializes in relationship management by providing stellar service to all parties involved in the process of creating and administering trusts. She has extensive experience working with attorneys, financial advisors, and other professionals as an advocate for trust beneficiaries and their families. She is also a member of the Society of Settlement Planners.

She 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. Beth is a graduate of Cannon Trust School.

Originally from West Palm Beach, Florida, Beth currently resides in Woodstock, Georgia with her husband and daughter. She is active in the philanthropic community. Most recently, Beth received the Bright Lights award from the Leukemia and Lymphoma Society for her fund raising efforts. Beth has also volunteered for Susan G. Komen for the Cure, Habitat for Humanity, Atlanta Community Food Bank, and Junior Achievement.

If you would like more information on the services offered by Advocacy, please call 770-595-2271.

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