Profile
Mr. Joseph E.
Henry, Jr., is an Advisor at Argent Wealth Management LLC.
He joined the firm in 2015.
He provides in depth analysis on the performance of client portfolios and assists senior advisors in all aspects of the financial planning process.
He is also a large contributor to the business development segment of Argent Wealth Management, providing sample client demonstrations in Argent’s Financial Planning software.
He received his Bachelor of Science in Finance from the Mario J.
Gabelli School of Business at Roger Williams University.
Joe Henry active positions
| Companies | Position | Start |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01/01/2015 |
Training of Joe Henry
| Roger Williams University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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