Chad E. Henry, Aif®, Aams®, Cfp® Email & Phone Number

I can be reached by email at chad.henry@ubs.com or by phone at (630) 753-1277.In the spring of 2002, I took a Financial Advisor position with Edward Jones Investments and opened an office in DeKalb, IL, where I stayed until joining H&R Block Financial Advisors (now Ameriprise Financial) in 2005 and moving my practice to St. Charles, IL. In 2008, just after the merger of H&R Block Financial Advisors and Ameriprise Financial, I left the company to join Robert W. Baird & Company's Private Wealth Management Group in Rockford, IL. I served as a Senior Investment Consultant and Associate Branch Office Manager for Baird and then an owner/operator of an independent Raymond James office before joining UBS in early 2021. I always strive to continually increase my education in an effort to level the playing field for my clients. My mission is to provide the highest level of client service while providing my clients with a prudent plan to meet their investment needs./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Retirement Planning, Wealth Management, Investments, Financial Advisory, and 13 others.