Joseph E. Henry, CFP®
Senior Financial Advisor, Principal
Joe is a CERTIFIED FINANCIAL PLANNER® professional, who has served the firm since 2015. Joe advises high-net-worth individuals and families by providing them with comprehensive wealth management plans. His areas of specialty include multi-generational planning, portfolio management, as well as estate and tax planning.
Joe earned his bachelor’s degree in finance from the Mario J. Gabelli School of Business at Roger Williams University. He was on the dean's list and captain of the men's varsity basketball team.
Joe lives in the North Shore with his wife and children. In his spare time, he enjoys competitive sports, cooking and spending time with his family.
200 Fifth Avenue, 7th Floor
Waltham, MA 02451
9045 Strada Stell Court, Suite 101
Naples, FL 34109
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