200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Advisors - Henry Profile MediaItem

Joseph E. Henry

Advisor

Joe joined Argent Wealth Management as an Associate in 2015 after earning his Bachelor of Science in Finance from the Mario J. Gabelli School of Business at Roger Williams University. In spring of 2020, Joe was promoted to Advisor, working directly with Managing Directors and Senior Advisors to construct financial plans and perform in-depth analyses of client portfolios. In addition, Joe is a member of the tax practice where he prepares individual and trust tax returns for Argent's clients.

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, MA, Joe now lives in Melrose with his wife, Laura, and daughter Skylar. In his spare time, he enjoys competitive sports, cooking, and spending time with Laura & Skylar.

Argent Wealth Management, LLC
200 Fifth Ave. 7th Floor
Waltham, MA 02451
(781) 290-4900

999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
contact@argentwm.com

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