As your advisor, Henry serves as a wealth management consultant with a primary focus on goals-based investing. Since joining Raymond James in 2018, Henry has helped to address the major wealth management and financial planning issues faced by individuals/families, businesses, 401k providers and individuals with special needs relatives. As a Certified Financial Planner™ professional, he and his team pride themselves on assisting their clients as they work diligently to manage, preserve and transfer wealth through the generations.
Active in his community, Henry serves on the board of directors for Autism Career Training and the Young Professionals Board for the Boys and Girls Club of Middle Tennessee. Henry lives in West Nashville with his wife, Sophie, and their two dogs Hank and Hattie.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
