Henry Hagood
Financial Advisor @Morgan Stanley
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WORK HISTORY
Financial Advisor @Morgan Stanley
Birmingham, AL, US
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EDUCATION
University of Alabama
Science in Commerce and Business Administration
ABOUT HENRY HAGOOD
I graduated from the University of Alabama with a major in Investment Management and a minor in Economics. I worked at Merrill Lynch from February of until April of 2012 as a financial advisor & CFM, then in April of 2012 I joined Morgan Stanley as a Consulting Group Analyst and Financial Advisor. I use my background and Morgan Stanley’s vast global resources in assisting business owners, nonprofits and individuals nearing or in retirement in developing financial solutions while taking the minimum risk possible to meet their goals. I work with clients to help create and grow wealth, preserve and distribute that wealth during life and after death in the most tax-advantage way. I live in Hoover, AL with my wife Molly and my son Henry. I enjoy tennis, hunting, fishing, mountain bike riding, winter and watersports, working with clients and attempting to play golf. I have years of experience in assisting clients with their financial affairs and successfully helping them achieve their goals. I handle everything from estate planning strategies, investments, taxable and tax deferred planning strategies, liability and lending strategies, to company 401K plans. My goal is to help make my clients have the best possible life and experience. Areas of focus: Investments, Estate Planning Strategies, Trusts, IRAs / tax deferred accounts, taxable accounts, liability management and helping companies save money on their 401K plans while increasing their investment options and level of service they receive.
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