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 2 emails and 1 mobile phone numbers on RocketReach.
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