Jonathan S Henry

Wealth Advisor

Raleigh, North Carolina

Professional Profile

Call Me When

Call Me When... You are seeking objective, comprehensive financial planning advice from a fiduciary.

Contact Method

jhenry@tcts.com

Profession

  • Wealth Planner
  • Professional Certifications

    CPA, CFPu00ae

    Functional Expertise

  • Charitable giving
  • Estate planning
  • Investments
  • Business Focus

    Comprehensive financial planning and investment management

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Triangle Sponsor

    Member Since

    Sponsorship Type

    Inaugural

    Chapter Leadership Role

    Why I'm a Member of XPX

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