Contact

E-mail

Professional Status

Employed
Available

About Me

Henry Vail II runs Sucre-Vail Wealth Advisors, an independent investment advisory firm, with his wife. Based in Houston, Texas, Henry Vail II has provided specialized wealth management services for physicians since 1997. The firm’s services include succession planning, asset protection, and tax planning.

Henry E. Vail works on a fiduciary fee basis, which enables him to focus on developing personalized strategies for his clients. Working with various institutions to allocate client assets, he taps into a broad network of the best money managers in the country across multiple market sectors.

Vail has lived in the Houston area with his wife for nearly 20 years, and he has two children and three grandchildren. He earned his undergraduate degree in business administration and finance from Lamar University, where he was a member of the Alpha Kappa Psi Business Fraternity and the secretary of the Inter-Fraternity Council. He also took Certified Financial Planner courses from the University of Houston.

Experience

Wealth Advisor

Sucre-Vail Wealth Advisors, Financial
January 1997 to January 1999
  • 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.

Education

BBA

Lamar University
September 1976 to June 1982