Henry graduated from the University of Mississippi in 2019 with a degree in Business Management. His professional licenses include SIE, FINRA series 7, 63 and 66 through LPL Financial. He also maintains the State of Florida Insurance license for Life, Health, and Variable Annuities.
Henry entered the financial services industry in 2019 with Fidelity Investments as a Licensed Financial Representative responsible for portfolio maintenance, trade execution and internal operations. During his time at Fidelity he progressed through different consulting roles including brokerage advisory, wealth management, 401(k) benefits and retirement planning. In these roles he provided financial guidance to help clients understand their financial futures.
As a Client Services Associate at LPL Financial, Henry will be assisting the team with executing trades, client meeting preparation, investment portfolio design, wealth management, as well as, preparing all types of reports and providing high-quality service to assist our clients with whatever needs arise.
Henry was raised in Jacksonville, Florida and now lives in Tampa, Florida. He enjoys spending time with his family and friends. He also enjoys playing golf, basketball, fishing, hiking and living an active lifestyle. Henry is an Eagle Scout and likes to help his community out in volunteering efforts. He is an avid sports fan and enjoys attending as many sporting events as possible.