Profil
Mr. Joseph E.
Henry, Jr., is an Advisor at Argent Wealth Management LLC.
He joined the firm in 2015.
He provides in depth analysis on the performance of client portfolios and assists senior advisors in all aspects of the financial planning process.
He is also a large contributor to the business development segment of Argent Wealth Management, providing sample client demonstrations in Argent’s Financial Planning software.
He received his Bachelor of Science in Finance from the Mario J.
Gabelli School of Business at Roger Williams University.
Postes actifs de Joe Henry
| Sociétés | Poste | Début |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01/01/2015 |
Formation de Joe Henry
| Roger Williams University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
