Paige R Henry CPA, CFP®
Paige R. Henry is a Certified Public Accountant and Certified Financial Planner™ professional with Riegel Financial. She graduated from The Ohio State University with a double major in accounting and finance as well as a minor in Spanish. She is a branch manager with Raymond James Financial Services and holds life and health insurance licenses as well as seven investment licenses, such as a General Securities Exam (series 7), General Securities Principal (series 24) and Municipal Fund Securities Principal (series 51). Paige is also an Accredited Domestic Partner Advisor. Her areas of client expertise are tax and financial planning, as well as estate planning. Her goal is to act as a personal financial planner by reviewing all financial matters pertaining to a client to make sure their unique financial plan and estate plan are set up properly and efficiently, making her a “one stop shop” for her clients. She is a member of The Ohio State University Presidents Club. She currently is the Treasurer on the board of Directors for SICSA and heads the Finance Committee as well. She is a Dayton 40 under 40 alumni recipient. * Her business is also a Dayton Woman Owned Business of the Year 2018 nominee. * Paige lives in Kettering with her husband Jason. They both share the same passion for charity, community and animal welfare and over the years have fostered over 50 foster dogs in the community.
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.
*This ranking is not based in anyway on the individual’s abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual client’s experience. Raymond James is not affiliated with the Dayton Business Journal.