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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Henry is a Vice President & Financial Advisor and is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses. He and wife, Becky, live in Colleyville and have three grown children, Rebecca, Henry III and Alec.
Education
Senior Vice President–Wealth Management
Financial Advisor
Henry is a Vice President & Financial Advisor and is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses. He and wife, Becky, live in Colleyville and have three grown children, Rebecca, Henry III and Alec.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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