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Henry Vail B.A

Wealth Advisor
 
Sucré-Vail Wealth Advisors

77058, United States

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About Henry Vail

Position: Sucre-Vail Wealth Advisors
Wealth Advisor
Financial
Houston, TX US
01/1/1997 — Present
Wealth Advisor @ Sucre-Vail Wealth Advisors in Houston Texas
Working with Physicians and Affluent Families in the following areas: Asset Protection Succession Planning Insurance Analysis Philanthropy / Charitable Giving Tax Planning Trust and Estate Services Wealth Transfer Strategies Wealth Succession Family Education & Governance
Helped our firm, Sucré-Vail Wealth Advisors, with receiving -MD Preferred Financial Advisory Service Award: This award is presented to highly qualified financial advisors that are fee for service fiduciaries who provide a superior service experience, maintain high ethical standards, employ cutting edge technology and demostrate commitment to meeting the special needs of physicians.
I am a Notary Public in the State of Texas

Education: Lamar University
BBA in Marketing
1/1976 — 1/1982

Houston resident Henry E. Vail balances his demanding career as a wealth manager for Sucré-Vail Wealth Advisors with a variety of community, charity, and recreational activities. A business graduate from Lamar University, Henry E. Vail continues his education through advanced training programs and membership in professional organizations. A husband, father, and grandfather, Henry E. Vail imparts his passion for learning and his drive for success to his children and grandchildren. While a student at Lamar University in Beaumont, Texas, Henry E. Vail studied marketing and earned his Bachelor of Business Administration in 1982. As an undergraduate, Henry E. Vail stayed busy by serving as Secretary and Treasurer of the Lamar University Student Government Association, Vice President of the Pi Kappa Alpha social fraternity, Secretary of the college’s Inter-Fraternity Council, and a member of the Alpha Kappa Psi business fraternity. Joining Sucré-Vail Wealth Advisors in 1997, Henry E. Vail currently works as a Wealth Advisor at the firm, responsible for safeguarding and growing the assets of physicians and affluent families. In this role, Henry E. Vail oversees numerous services, including succession planning, wealth transfer strategizing, charitable giving, and tax management. Integrity driven and professional, Henry E. Vail has continued his education so that he may provide clients with the best service possible. Having studied financial planning at the University of Houston, Henry E. Vail completed training in insurance, estate, and business protection policies through the Life Underwriter Training Council Fellow Program. He also actively participates in the Financial Planning Association of Houston and The Planned Giving Council of Houston, two professional groups with continuing education and accreditation programs. Outside of the office, Henry E. Vail sits on the Advisory Board to the Devereux Texas Treatment Network, a collaboration of medical facilities and clinical centers. His responsibilities on the board include helping to plan one of the Network’s primary fundraisers, the Divots for Devereux Golf Classic. During his limited free time, Henry E. Vail often heads to the outdoors to fish, whitewater raft, boat, or downhill ski.

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