Jonathan Henry Email & Phone Number
Wealth Advisor, Principal @ Trust Company of the South
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Jonathan Henry Location
- Raleigh, NC, US
Jonathan Henry Work
- 2011 -now Wealth Advisor, Principal @
- 2007 -2011 Financial Planner and Vice President @
- 2005 -2007 Senior Tax Associate @
- 2004 -2004 Tax Intern - Personal Financial Services @
- 2003 -2003 Fixed Asset Accountant @
Jonathan Henry Education
- East Carolina University
BS (Economics)
1999-2002 - Elon University 1998-1999
- Chantilly High School 1994-1998
- East Carolina University
Master of Business Administration (MBA)
- East Carolina University
MSA (Accounting)
Jonathan Henry Skills
- Strategic Financial Planning
- Tax
- Estate Planning
- Wealth Management
- CPA
- Retirement Planning
- Wealth
- Investment Advisory
- Finance
- Asset Allocation
- Retirement
- Financial Planning
- Leadership
- Microsoft Office
- Management
- Strategic Financial
- Business Development
- Strategic Planning
Jonathan Henry Summary
- Jonathan Henry, based in Raleigh, NC, US, is currently a Wealth Advisor, Principal at Trust Company of the South. Jonathan Henry brings experience from previous roles at Wells Fargo - The Private Bank, PricewaterhouseCoopers and IBM. Jonathan Henry holds a 1999 - 2002 BS in Economics @ East Carolina University. With a robust skill set that includes Strategic Financial Planning, Tax, Estate Planning, Wealth Management, CPA and more. Jonathan Henry has 1 emails on RocketReach.
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Top Trust Company of the South Employees
Lindsey Stetson
Wealth Advisor, Principal
Charlotte, NC, US
Dan Tolomay
Chief Investment Officer
Durham, NC, US
Brad Sutton
Principal, Director of Operations
Greensboro, NC, US
Jay Eich
Principal
Charlotte, NC, US
Westray Veasey
Chief Fiduciary Counsel
Raleigh, NC, US
Bill Smith
Managing Principal
Greensboro, NC, US
Jonathan Henry
Wealth Advisor, Principal
Raleigh, NC, US
Anna Fuller
Client Administrator
Greensboro, NC, US
Michael Bridgeman
Chief Compliance Officer
Raleigh, NC, US
Wallace Williams
CFO
North Carolina, United States
Burke Koonce
Investment Strategist, Principal
Raleigh, NC, US
David Deberry
Investment Analyst
Chapel Hill, NC, US
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