Alan Henry
Senior Vice President - Investments @Raymond James
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WORK HISTORY
Senior Vice President - Investments @Raymond James
Brookfield, WI, US
As a Financial Advisor with the Amicus Wealth Advisory Group of Raymond James & Associates, my team and I strive to provide our clients with trustworthy and comprehensive guidance. Our goal is to help you manage your current resources effectively and then to help create a meaningful legacy plan for your family. My team and I have access to a broad array of investment strategies and specialized services to help you and your family meet your goals both near term and long term. We also work closely with small businesses to develop and manage company retirement platforms like 401(k) and profit sharing plans. Securities and Investment Advisory Services are offered through Raymond James & Associates, Inc.
EDUCATION
University of Wisconsin-Milwaukee
Bachelor of Arts (BA)
SKILLS
ABOUT ALAN HENRY
In my role as a financial advisor, I strive to provide my clients with trustworthy and…
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