At Henry Wealth Team, our team of experienced caring professionals have helped many people just like you gain more confidence in their financial futures. Our advice & guidance are custom-tailored to address your unique situation.
Philip C. Henry, ChFC, CFS
President
Philip C. Henry is the founder and president of Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. After spending the first twenty years of his career with a large financial services firm, Phil founded HWM...
Daniel L. Henry, CLU
Vice President
Daniel L. Henry is a partner/shareholder with Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. He holds the prestigious Chartered Life Underwriters (CLU) designation from The American College, reflecting...
Tracey Casillo
Client Service Director
Tracey Casillo is the Client Service Director for Henry Wealth Management, LLC. Tracey joined the firm in November 2010 with more than 13 years of professional experience, having previously worked in the healthcare industry. Tracey...
Lori Lerda
Administrative Assistant
Lori Lerda is an Administrative Assistant joined Henry Wealth Management in August 2020. Her prior experience included six years working as an Executive Assistant at Federated Investors followed by 25 years of raising four children....