Position: Crave Chair/CAP/Financial Planner at SmartWealth

Phillip Henry

My name is Phillip Henry. I’m a financial professional at a boutique firm called SmartWealth in Orlando, Florida.  I received a Bachelor’s and Master’s Degree in Public Administration with a concentration in Nonprofit Management, from the best school in the world, University of Central Florida.  I learned both good and bad financial lessons while I was in college.   

I began my career at Pershing, a subsidiary of the Bank of New York Mellon. This organization is one of the top wealth management firms in the world.  After years of working in the financial industry I learned a sobering fact: the financial sector has not fulfilled its promise to guide individuals and families to financial prosperity.  In reality, my profession has done the opposite.

I am driven to help those in need and that passion drives me to protect my clients and their assets today, as well as in the future. My mission is to reveal the truth. What is the truth? Uncommonly held knowledge about how the wealthy manage their financial lives. 

Serving our community through work with charitable organizations is not only my favorite hobby, but my greatest passion.  I am currently on the Board of Directors for the Vision of HopeHolistic Environmental Stewardship FoundationTeam Run as well as serving on the Executive Fundraising Committee for IDignity and United Missionary Outreach. 

I’m a die-hard Chicago Bulls and UCF Knights everything fan!  I always make time for family and friends.