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Jonathan S Henry

Wealth Advisor

Trust Company of the South

Raleigh, North Carolina

Professional Profile

Call Me When

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

Contact Method

Profession

  • Wealth Manager

    • Professional Certifications

    Functional Expertise

  • Charitable giving
  • Estate planning
  • Investments

    • Business Focus

    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

    Member for 3 years

    Sponsorship Type

    Inaugural

    Chapter Leadership Role

    Why I'm a Member of XPX

    Make XPX Part of Your Business Plans

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    © 2023 XPX Global LLC. All Rights Reserved.

    Explore
    Learn
    Account
    Connect
    Help & Support

    © 2023 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

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