As a Client Service Director, Henry is responsible for advising clients on a variety of wealth management topics, including portfolio management, financial planning, estate planning, tax coordination and succession planning. Henry’s attention to detail and high standards helps ensure that a thoughtful and customized approach is delivered to each client.
Prior to joining Dyson in 2012, Henry was a Senior Analyst at Convergent Wealth Advisors for five years. Henry graduated from The University of Virginia in 2007, receiving his Bachelor of Science in Commerce from the McIntire School of Commerce. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license. Henry lives in Washington, DC with his wife and two daughters.