George Henderson
P.H.X. Wealth Management Group of Wells Fargo Advisors
Phoenix, Arizona
About
Business title
Senior Vice President, Investments Officer
Contact
How to contact
Call my Office @602-952-5103 or email @ george.henderson@wellsfargoadvisors.com
Professional Profile
Call Me When
You need a holistic wealth management team that focuses on business owners.
Professions
Wealth Manager
Functional Expertise
Business growth
Cash management
Charitable giving
Employee benefits
ESOPs
Fiduciary
Investments
Lending
Retirement
Exit/Transition Planning
Business Focus
My team provides full-service wealth management to assist owners to grow and transition their business.
Professional Certification
CFP®, CEPA®, CAIA®, CIMA®, CWS®
Transition Planning Certification or Methodology
Certified Exit Planning Advisor (CEPA)
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
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
Advisor Resource Relationships
AM&AA
EPI
Chapter information
Membership
Phoenix Sponsor
Member since
New Member
Chapter Leadership Role
Membership Chair, Launch Committee
Sponsorship Type
Gold
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