Henry Peeler, Jr., CFP®, serves as a Vice President for Highland Capital Brokerage covering the Dallas/Ft. Worth market. Throughout his tenure in the financial services industry, Henry has developed a passion for wealth planning for small business and affluent clients. He excels at collaborating with advisors to match financial strategies with client needs, in order to provide a solution that will create, enhance, protect and preserve income and wealth as part of an overall wealth plan. Henry believes every client situation is unique. The key to being a consummate professional is getting to know the advisor and the client to truly understand that unique situation. This allows Henry to consider all aspects of a client’s wealth plan prior to presenting strategies.
For over 20 years, Henry has pursued success in the financial services industry, and with hard work and determination, has earned it. Prior to joining Highland Capital Brokerage, he spent eight years as a Wealth Transfer Consultant for Prudential. Henry is a Point-of-Sale expert working with Financial Advisors to identify, design and implement solutions in Estate Planning, Asset Protection and Tax Advantaged Income strategies for their most affluent clients.
Henry holds his life, health and annuity licenses. He also holds his Series 7 (General Securities Representative), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law Examination), and 65 (Uniform Investment Adviser Law Examination) licenses. Henry received his Certified Financial Planner™ designation in 2003. He has been a featured speaker at numerous industry meetings, both regionally and nationally.
Henry is originally from New Orleans, LA and attended the University of New Orleans, where he obtained his B.S. in Finance. He currently resides in the Uptown neighborhood in Dallas, TX.
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