JOURNEY ADVISORY GROUP ADDS SENIOR ADVISOR
Firm Continues Focus on Personalized Service & Holistic Financial Offerings
COVINGTON, KY - June 1, 2021 – Journey Advisory Group (JAG), a local registered investment advisory, continues its focus on compelling, exceptional service, with the strategic addition of Jill L. Henson, CFP®, CTFA, as Senior Advisor. Ms. Henson will be based at JAG’s Blue Ash office and will work closely with Chief Investment Officer Eric Pettway and lead client advisor, Ed Haberer.
In the Fall of 2020, Journey Advisory Group announced the merger of three existing businesses and acquisition of Torch Wealth Management, Blue Ash, to form Journey Advisory Group. At that time JAG also retained three well-known local finance executives: Mike Whelan, Chief Financial Officer; Eric Pettway, Chief Investment Officer and Ed Haberer, Torch’s Founder and lead client advisor. With the addition of Ms. Henson, JAG continues its focus on broadening its level of expertise & service in all aspects of financial services.
Having spent her entire career in financial services, Ms. Henson possesses a high level of expertise in comprehensive financial planning, estate, tax, trust, investment, banking and risk management, as well as advisory solutions for retirement, business owners and multi-generational family wealth planning. Most recently in executive roles of increasing importance at U.S. Bank, Jill managed investment portfolios and fiduciary relationships, delivered holistic wealth planning, and served as a trusted advisor for affluent, high-net-worth clients, as well as ultra-high-net-worth clients. With personal conviction and passion, Jill led U.S. Bank Private Wealth Management’s Women and Wealth initiative in Cincinnati, to advocate and deliver a relevant and customized experience for women, through awareness, education and empowerment in their financial journey. Prior to U.S Bank. Ms. Henson was a Certified Financial Planner™ with Raymond James Financial Services and began her career at Queen City Financial Advisors. She has a Bachelor of Science from Rutgers University, New Brunswick, New Jersey, where she played NCAA Division I College Golf. Ms. Henson resides in Florence, Kentucky with her four children.
About Journey Advisory Group
Journey Advisory Group (JAG) is a Registered Investment Advisor (RIA), headquartered in Covington, Kentucky, with a presence in Ohio, Kentucky, Texas and California. The independent firm’s holistic and personalized service offering includes financial planning, investment management, tax planning, estate planning, retirement planning, insurance planning, and business succession planning. Journey Advisory Group partners with its clients every step of the way and takes the time to genuinely understand what’s important to them. To learn more about Journey Advisory Group, visit https://www.journeyadvisory.group.
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