Wealth Manager, Partner
Henry serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. Henry’s comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning. His approach focuses first on a thorough understanding of his client’s circumstances in order to provide them with a truly customized plan to achieve their goals.
Prior to joining Creative Planning, Henry worked at a major national financial services firm in a variety of capacities. In his most recent Vice President Branch Office Manager role, he worked with clients serving their investment and financial needs. Henry also has vast experience serving as the Regional Vice President of Insurance and Regional Planning Consultant, where his responsibilities included serving as a subject matter expert to advisors on insurance and financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training and delivering presentations on various investment themes.
Throughout his career, Henry has gained extensive experience in comprehensive wealth management for high-net-worth clients.
Henry received his bachelor’s degree from University College Dublin in Ireland. He is currently working towards his CERTIFIED FINANCIAL PLANNER™ certification.
Henry and his wife Melinda live across the street from the church they were married in with their daughter, Madeline, along with their two dogs and three cats. In his spare time, he enjoys studying history and genealogy, traveling, cooking, listening to music and making the most of living near the beach. Most of all, Henry enjoys the time he spends with family and friends.
Articles by Henry Conlon
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