Advisor at Keel Point, LLC — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 7, Series 66
Experience Industry experience
3 years
Location
Huntsville, AL 35801
Keel Point, LLC
Multi-team
Clients per advisor
31 Very LowAvg AUM per client
$2,077,395 Very HighHNW client ratio
54% Very HighI became a financial advisor because of my passion for getting to know people and helping them. Money is personal. The people I work with have spent years earning it, saving it, and worrying about it, so it means a lot that someone would trust me in that way. What I care about most is that the person across the table feels like their situation makes sense and that someone genuinely cares what happens to them. Not just someone who runs the numbers, but someone who actually knows them for who they are and what they care about.
Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions.
With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan.
Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University.
Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27.
Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.
Based on Keel Point, LLC
Assets Under Management fees start at 1.35% on the first $1 million and blend down depending on total AUM.
Financial Planning Fees start at $5,000 and increase depending on complexity of your situation.
Huntsville, AL
100 Church Street, Suite 500
Huntsville AL 35801
Advisors at this office
23
Alabama
3 years of industry experience
Keel Point, LLC
2023 - Present • 3 years
Huntsville, AL
Student
2021 - 2022 • 1 year
Auburn, AL
Auburn Athletics Department
2019 - 2021 • 2 years
Auburn, AL
Butte & Co.
2018 - 2019 • 1 year
Mt. Crested Butte, CO
Student
2013 - 2018 • 5 years
Auburn, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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