Global Wealth Advisors
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2001
Areas of focus:
- Business planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Bryn Henry:
As a financial consultant with Global Wealth Advisors, Bryn Henry provides access to a broad range of investment, retirement, and estate planning strategies for his clients. Bryn's clients include individuals, business owners, and key executives for whom he has helped develop customized planning, as well as innovative product solutions in the following areas:
* Retirement Plans
* Wealth Accumulation & Management
* Investment and Asset Allocation Planning
* Estate Planning
* Life Insurance
* Disability Insurance
* Long-Term Care Insurance
* Business Succession Planning
Because no two clients are the same, plans are tailored uniquely to each client's needs, goals, time frames, and risk tolerance. Backed by a team of dedicated professionals and a company committed to service and growth, Bryn takes a long-term relationship approach to working with his clients.
Bryn is a graduate of the Business School at the University of Texas in Austin. Prior to joining Global Wealth Advisors, he spent 10 years in a number of increasingly responsible management roles in various businesses. His experiences have given him a unique perspective on the bottom line, business owners, executives, and employees. He is an active member in his church and enjoys playing golf and softball.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Member of the National Ethics Bureau, AIF (Accredited Investment Fiduciary), Group 1 Life and Health, Series 7, and Series 66.
Bachelor of Business Administration from the University of Texas at Austin
Will provide references upon request?
Further information about Global Wealth Advisors:
(Size of firm: 0-9 advisors)
Global Wealth Advisors is dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. How do you know if you could benefit from the services of a financial planner?
You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions.
And in today's hectic world, it can be beneficial just to have a financial planning expert help to make sure you stay focused and follow through with your financial plans.
Securities offered through Commonwealth Financial Network®, the firm ranked "Highest in Independent Advisor Satisfaction among Financial Investment Firms" by J.D. Power and Associates.
Member FINRA, SIPC
Contact Information for Bryn Henry
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Address for Bryn Henry:
18170 Dallas Parkway
Dallas, TX, 75287
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