Henry is a special needs financial planner and financial advisor at Raymond James in Nashville.  

Henry holds his Certified Financial Planner™ certification  He provides a cohesive vision to help ensure client needs, wants, and wishes are met with as much certainty and as little risk as possible.

Active in his community, Henry serves on the Board of Directors for Autism Career Training and the Young Professionals Board for the Boys and Girls Club of Middle Tennessee.

In his free time, he can be found running around McCabe Park, traveling, watching University of Georgia sports, and enjoying the incredible Nashville restaurant scene. Henry lives in West Nashville with his wife, Sophie, and their two dogs Hank and Hattie.

Firm Description

As your partner, Henry serves as a wealth management consultant with a primary focus on goals-based investing. Since joining Raymond James in 2018, Henry has helped to address the major wealth management and financial planning issues faced by families with a special needs child/  relative.

As a Certified Financial Planner™ and Chartered SPecial Needfs Consultant™, he and his team pride themselves on assisting their clients as they work diligently to manage, preserve, and transfer wealth through the generations.

Active in his community, Henry serves on the Board of Directors for Autism Career Training and the Young Professionals Board for the Boys and Girls Club of Middle Tennessee. Henry lives in West Nashville with his wife, Sophie, and their two dogs Hank and Hattie.

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