Paige R Henry
Paige is a Certified Public Accountant, Certified Financial Planner, and a branch manager with Raymond James Financial Services. She is licensed as a Series 7 Stockbroker, and in General and Municipal Securities on the Principal level – as well as a Uniform Securities Agent, Accredited Domestic Partnership Advisor, and holds life and health insurance licensure. She provides clients the true “one-stop” financial management resource. In 2000, Paige was named – by The Business News – a Forty under 40 awardee as one of Dayton’s brightest young business leaders – an award for which various criteria are considered such as work experience, contributions to work, and community involvement. In addition to all of that, she is a member of The Ohio State University Presidents Club, and a SICSA board member.
Her areas of client expertise are investment and tax planning, as well as estate planning. She also specializes in small business retirement planning and overall financial planning.