What Should I Do if I Get an Unexpected Tax Bill?
Jeff East, a Certified Financial Planner through Raymond James, talks with CEO and Chairman, Michael J. Swanson, about what to do if you receive a tax bill that you weren't expecting.
Raymond James is not affiliated with Advocate Capital, Inc. You should discuss any tax or legal
matters with the appropriate professional. Securities offered through Raym...
Advocate Capital, Inc. Hosts Annual Soup/Chili Cookoff
Authored By: Maria Escamilla
The Executive Client Management & Training Team (ECMT) decided to host a little friendly competition in celebration of Superbowl Sunday.
Bring on our Annual Soup & Chili Cookoff! Soup… or… Bowl?! (😉)
This year, we had over 13 participants and everything from Deer Chili to Tomato bisque. All employees acted as judges b...
The Advocate Capital Team Lets Loose
At the end of each year, our remote sales team comes to our headquarters in Nashville for our annual company meeting. It is always nice to have the entire team together for the meeting and include our families at the company dinner.
While everyone is in one place, we take the yearly company photo. Employees have to stand still while the photographer moves...
Sexual Harassment and Whistleblowers Case Finally Settles After 14 Years
As seen on Seeking Alpha, Yahoo Finance!, and Market Watch.
Attorneys Gary Gwilliam and Randall Strauss of Gwilliam, Ivary, Chiosso, Cavalli & Brewer recently settled a case they were prosecuting for 14 years involving sexual harassment, whistleblowers, bankruptcy, and forced arbitration.
Six women observed misconduct at their mortgage firm, but when...
Your Financial Plan Doesn't Need to be Perfect
Authored By: Amanda Unterreiner
Jeff East, a Certified Financial Planner through Raymond James, talked with CEO and Chairman, Michael J. Swanson, about financial planning. He explains that most financial plans aren't perfect. Watch the video below to learn how to make progress towards realistic goals.
Raymond James is not affiliated with Advocate Capital...
$3 Million Settlement Awarded in Brain Injury Case
On January 6, 2017, a New Jersey resident filed a personal injury complaint in the Middlesex County Circuit Court, Docket #MID L 000140-17, alleging multiple counts of negligence. The suit stated the defendants failed to properly maintain an elevator shaft located inside an under-construction building, resulting in the plaintiff’s fall and subsequent bra...
Cossé Law Firm Scores Huge Win for Client on the Eve of Trial
Congratulations to our friend, Chip Cossé of Cossé Law Firm, and his client on obtaining a confidential settlement as the jury was being impaneled.
The plaintiff was seriously injured after a horrific work-related vehicle accident that took place in January 2014. Before the accident, the plaintiff was gainfully employed as a runner with a marine transport...
Trojan Horse CLE Discount for Advocate Capital, Inc. Clients
Start your 2020 CLE curriculum on a high note by attending the Voir Dire School & Case Analysis Program offered through Trojan Horse Method. The sessions are January 17 and 18, 2020 at the JW Marriott Resort & Spa in Las Vegas, NV. Registration information can be found here.
Advocate Capital clients are eligible for a $200 discount on registrati...
Advocate Capital, Inc. and Pinnacle Financial Partners Launch New Suite of Financial Services for Attorneys
Authored By: Ollie Lammers
Advocate Capital, Inc. had an eventful 2019 and is looking forward to even more exciting developments to come in 2020! With the start of the new year, the company’s recent partnership with Pinnacle Financial Partners is officially bearing fruit. Together, they have launched a full suite of financial products and services designe...
Employee Spotlight: Kyle Snyder
The Advocate Capital, Inc. Employee Spotlight Award recognizes team members who personify our Company Core Values: Professionalism, Integrity, Continuous Improvement, Teamwork and Service.
The winner from our Operations and Accounting Team is Kyle Snyder, Operations Assistant.
Kyle joined the Advocate Team as an Operations Assistant in July of this year....
