Henry Vail

Summary

Since 1997, financial advisor Henry E. Vail II has served on-staff at Sucré-Vail Wealth Advisors in Houston, Texas. Henry E. Vail II’s responsibilities at the firm include aiding families and individuals in protecting their assets, planning for the future, and giving back to their communities. Outside of work, Henry E. Vail II leads an active philanthropic and recreational life, donating to and organizing charity events and partaking in a variety of outdoor sports. At Sucré-Vail Wealth Advisors, Henry E. Vail II and his team address five pillars in wealth management and growth; they include asset allocation, portfolio construction, manager selection, continuous monitoring, and tax management. Each pillar serves as a vital support to achieve clients’ short-term and long-term goals. The wealth management process at Sucré-Vail Wealth Advisors begins with an initial meeting between Henry E. Vail II and the client(s), during which both parties discuss objectives and evaluate current portfolios. Following the sit down, Henry E. Vail II and his staff begin mapping out a financial route to success. The financial solutions provided by Henry E. Vail II and the other wealth managers at Sucré-Vail Wealth Advisors center around three areas: life events, financial advisory service, and management. The life events option that Henry E. Vail II and his team offer secures the fiscal futures of a client’s family through asset protection, trust and estate services, and wealth transfer strategies. On the financial advisory side, Henry E. Vail II provides his clients customized portfolio development, asset allocation, risk management, and stock option planning. Lastly, Henry E. Vail II’s management provisions encompass regular financial reporting, fiduciary retirement benefit analyzing, and customer accessibility to all reports and documents through a secure online portal. During his limited free time, Henry E. Vail II enjoys spending time with his wife Margaret and their extensive family of grown children and young grandchildren. An avid outdoorsman, Henry E. Vail II can occasionally be found playing golf at the local courses, fishing, or boating on the Austin area’s lakes and rivers.

Work experience

Work experience
Jan 1997 - Present

Wealth Advisor

Sucre-Vail Wealth Advisors

Education

Education
Sep 1976 - Jun 1982

BA

Lamar University