Jonathan Henderson, CFP, MBA

As a Senior Financial Advisor, I manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I hold a Bachelor's Degree in Marketing and a Master's Degree in Business Administration from the University of New Orleans. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.