9/30/2016 - Press Release
BSC Private Wealth Management, LLC PRESS RELEASE – FOR IMMEDIATE DISTRIBUTION
September 30, 2016
DAVIS BEGINS ROLE AS CO-FIRST VICE PRESIDENT OF NORTHWEST SUBURBAN ESTATE PLANNING COUNCIL
BSC Private Wealth Management, LLC is pleased to announce that Greg Davis, Director, Senior Wealth Advisor, has assumed the role of co-First Vice President of the Northwest Suburban Estate Planning Council (NWSEPC).
Tens of trillions of dollars are expected to pass from one generation to another during the next half century. Estate planning strategies and structure along with proper execution and stewardship will be critical aspects of one’s legacy. BSC Private Wealth Management works with client’s estate planning attorneys and CPAs to ensure proper legal codification of one’s wishes.
John Chapman, Chief Executive Officer of BSC Private Wealth Management said that, “Greg’s greater involvement with the NWSEPC reflects the perfect integration of his designations as a CFP® Professional and Certified Trust Financial Advisor (CTFA), combined with his vast experience helping to manage the holistic planning needs of the clients he serves.”
Greg Davis holds an M.B.A. with high honors from DePaul University, a B.S. in Finance with honors from the University of Illinois at Urbana-Champaign and holds Illinois Health and Life Insurance licenses.
About the Northwest Suburban Estate Planning Council (NWSEPC)
The NWSEPC is an organization of Attorneys, CPAs, Trust Officers, CLU®s, ChFC®s, CFP®s and other financial professionals practicing estate planning. Among the organizations goals is to assist members in their professional growth and development, provide a forum for member to interact professionally and socially to exchange ideas and experiences, and enhance the quality of performance of members by encouraging them to maintain the highest possible professional and ethical standards.
About BSC Private Wealth Management, LLC
BSC Private Wealth Management, LLC is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.