Jonathan Henry Email & Phone Number
Senior Wealth Advisor, Principal @ Trust Company of the South
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Jonathan Henry Location
- Raleigh, NC, US
Jonathan Henry Work
- Senior Wealth Advisor, Principal @ (July 2011 - Present)
- Financial Planner and Vice President @ (September 2007 - June 2011)
- Financial Planner, Vice President @ (September 2007 - June 2011)
- Senior Tax Associate @ (August 2005 - September 2007)
- Tax Intern - Personal Financial Services @ (January 2004 - April 2004)
- Fixed Asset Accountant @ (January 2003 - July 2003)
Jonathan Henry Education
- East Carolina University
Master of Business Administration (MBA)
2012 - East Carolina University
MSA (Accounting)
2005 - East Carolina University
BS (Economics)
1999-2002
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 Senior Wealth Advisor, Principal at Trust Company of the South. Jonathan Henry brings experience from previous roles at Wells Fargo - The Private Bank and PricewaterhouseCoopers. Jonathan Henry holds a Master of Business Administration (MBA) @ East Carolina University. With a robust skill set that includes Strategic Financial Planning, Tax, Estate Planning, Wealth Management, CPA and more. Jonathan Henry has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Trust Company of the South Employees
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