Joseph E. Henry, CFP®

Advisor

Joe is a CERTIFIED FINANCIAL PLANNER™ who has served the firm since 2015. Prior to joining Argent, Joe earned bachelor's degree in finance from the Mario J. Gabelli School of Business at Roger Williams University. His areas of specialty include portfolio management; estate planning; gift, estate, trust, and individual taxation; and financial planning.

Joe's passion for investing began when he was accepted into Roger Williams' Center for Advanced Financial Education as an equity portfolio manager. During his tenure, the group received first place honors for their portfolio's risk-adjusted performance at the Quinnipiac Global Asset Management Forum. Joe was on the dean's list and captain of the men's varsity basketball team. Raised in Medway, Massachusetts, Joe now lives in Andover with his wife, Laura, and daughters, Skylar and Peyton. In his spare time, he enjoys competitive sports, cooking and spending time with Laura, Skylar and Peyton.