Barrett Henry
Financial Advisor at Raymond James | Kirkland, Washington, United States
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Barrett Henry, CFP®, serves as a dedicated Financial Advisor at Raymond James, where he leverages his extensive expertise in retirement planning, tax-advantaged investment strategies, and comprehensive financial management to help clients achieve their long-term financial goals. In his current role, Barrett specializes in developing personalized retirement strategies that encompass both pre- and post-retirement phases, ensuring clients can enjoy financial security and peace of mind. His deep understanding of qualified retirement plans, Social Security optimization, and long-term care planning allows him to craft tailored solutions that align with each client's unique circumstances and aspirations.
One of Barrett’s key projects involves guiding high-net-worth individuals and small business owners through complex financial landscapes, including business succession planning and disability insurance strategies. His commitment to customer service and his ability to communicate complex financial concepts clearly have earned him a reputation for building trust and fostering long-term client relationships. Barrett’s ongoing professional development, maintained through the CFP® certification, ensures he stays current with industry best practices, regulatory changes, and innovative investment solutions.
At Raymond James, Barrett also collaborates with a team of specialists to deliver holistic financial planning services, integrating investment management, tax strategies, and estate planning. His expertise in social security optimization and long-term care planning further enhances his ability to provide comprehensive advice that addresses both immediate needs and future financial security. Through his dedication and industry knowledge, Barrett Henry continues to empower clients to make informed financial decisions, helping them build resilient and prosperous financial futures.
Financial Advisor at Raymond James in October 2023 to Present
Financial Advisor CFP®, ChFC® at West Coast Investment Advisors in November 2018 to October 2023
Financial Advisor at Pacific Capital Resource Group, Inc. in July 2011 to November 2018
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Washington State University, Bachelor of Arts, September 2026
The American College
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Retirement Planning
Portfolio Management
Retirement
Customer Service
Finance
Long-term Care
Disability Insurance
Social Security
Business Planning
Estate Planning
Tax-advantaged Investment Strategies
Qualified Retirement Plans
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Discover more about Raymond JamesWhat is Barrett Henry Cfp(r) email address?
Email Barrett Henry Cfp(r) at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Barrett Henry Cfp(r)'s email found in 2026.
What is Barrett Henry Cfp(r) phone number?
Barrett Henry Cfp(r) phone number is 425-502-6733, 3372499747, 2062281501 and 425-588-4838.
How to contact Barrett Henry Cfp(r)?
To contact Barrett Henry Cfp(r) send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Barrett Henry Cfp(r) try calling on 425-502-6733, 3372499747, 2062281501 and 425-588-4838. (updated on March 04, 2025)
What company does Barrett Henry work for?
Barrett Henry works for Raymond James
What is Barrett Henry's role at Raymond James?
Barrett Henry is Financial Advisor
What industry does Barrett Henry work in?
Barrett Henry works in the Financial Services industry.
Barrett Henry Email Addresses
Barrett Henry Phone Numbers
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