Henry Vail II
Private Wealth Advisor in Houston, Texas
Henry Vail II has served as asset manager with Sucre-Vail Wealth Advisors since 1997, offering Houston-area clients solutions that encompass insurance, tax, and succession planning. Henry Vail primarily assists families of wealth and individuals in the medical profession. His areas of expertise include charitable giving and philanthropy, asset transfer strategies, and trust and estate matters.
Henry Vail earned his BBA in Marketing at Lamar University in Beaumont, Texas, notably achieving charter member status with the Alpha Kappa Psi business fraternity. He subsequently completed Certified Financial Planning studies at the University of Houston's C. T. Bauer College of Business.
With Sucre-Vail Wealth Advisors, Henry E. Vail focuses on guiding clients in personalized allocation pathways that employ a "manager of managers" framework. His approach ensures that sector-specific investment decisions are made by leading professionals in each market segment. The result is an alignment of financial strategies and life goals that yields healthy long-term portfolio growth.
Reflecting his focus on managing the complex financial affairs of physicians, Henry Vail has achieved the MD Preferred Financial Advisory Service Award. The award is given to those who demonstrate a combination of advanced technologies, exemplary ethics standards, and a commitment to meeting the specific financial needs of doctors.
Henry Vail II maintains membership in a number of professional organizations, including the Planned Giving Council of Houston and Advisors in Philanthropy. A 2011 Five Star Professional Wealth Manager, Mr. Vail's firm was ranked as one of Financial Advisor magazine's top registered investment advisor entities. Henry E. Vail enjoys a variety of outdoor activities in his free time, including boating, whitewater rafting, skiing, and fishing.