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FEATURED PODCAST

“We really dig in and go through to the very minute details.”

Brian Henderson, a certified financial planner at Whitnell, an affiliate of Associated Bank, talks about the need for precise organization when managing a personal financial book for a wealth management client.

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FEATURED THOUGHT LEADER
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Brian Henderson

Senior Vice President, Whitnell

For nearly 20 years Brian Henderson has worked with high net worth individuals and families to deliver sophisticated wealth management advice.

With a passion for delivering a high level of service and exceeding expectations, he provides all-encompassing financial planning and investment advice to his clients and their families. Brian focuses on understanding the unique differences and objectives in each relationship, helping his clients achieve results and reach their goals.

Before joining Whitnell, Brian was a Private Client Manager with Bank of America Private Bank. In that role, he worked on a team to provide integrated advice to clients in wealth transfer, investment management, credit, and banking.

Prior to Bank of America, Brian was Assistant Financial Planner at JMG Financial Group, Ltd. where he provided in-depth financial planning solutions to high net worth clients and their families. From 1994 to 1997, he built and customized stock and bond portfolios for clients at PaineWebber Incorporated.

Brian received his Bachelor’s Degree from Indiana University in Bloomington, Indiana. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a current member of the Financial Planning Association®.

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