Paige R Henry
Paige is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and a branch manager with Raymond James Financial Services. She is licensed as a Series 7 Registered Representative, and in General and Municipal Securities on the Principal level – as well as a Uniform Securities Agent, and holds life and health insurance licensure. She provides clients with the true “one-stop” financial management resource. She is a member of The Ohio State University Presidents Club and a SICSA board member.
Her areas of client expertise are investment and tax planning, as well as estate planning. She also specializes in small business retirement planning and overall financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Raymond James does not provide advice on tax matters. Please discuss this with the appropriate professional.