Biography
Phillip Henry is a Financial Advisor at SmartWealth, a financial services firm based in Orlando, Florida. He has over 15 years of experience in the financial industry, including time as a mutual fund trader for Bank of New York Mellon. Phillip is passionate about helping his clients achieve their financial goals, and he takes a holistic approach to financial planning, considering all aspects of each client’s unique situation.
Phillip holds a Master of Public Administration from the University of Central Florida, is a Chartered Advisor in Philanthropy (CAP), and is currently completing the Retirement Income Certified Planner (RICP) program. He is also licensed as a Series 7, 63, and 65 securities representative.
Phillip is a member of the Financial Planning Association (FPA), the Hispanic Chamber, the African American Chamber of Commerce, and the Conference of African American Financial Planners. He is also active in his community and serves on the boards of several non-profit organizations, including IDignity and Crave of Florida. Phillip is passionate about helping underserved populations and assisting those with a leg-up over a hand-out.
In his spare time, Phillip enjoys cheering on his UCF Knights basketball, football, rowing, and baseball teams, traveling, and dining at the best restaurants in the US.