Michael James Henley
Chief Executive Officer at Brandywine Oak Private Wealth LLC
Profile
Mr. Michael J.
Henley is a Founder & Chief Executive Officer at Brandywine Oak Private Wealth LLC.
He has over dozen years of experience in providing financial advice and guidance to highly successful families.
Previously Mr. Henley worked at Merrill Lynch Wealth Management where he led the advisory team of Henley, Maconi, McGuire, Jackson & Associates.
He has worked closely with affluent individuals and families, helping them streamline the complexities of significant wealth.
He holds the CERTIFIED FINANCIAL PLANNERTM certification, the Certified Private Wealth Advisor designation, the Chartered Retirement Planning CounselorSM designation, and the Retirement Management Advisor designation.
Michael James Henley active positions
| Companies | Position | Start |
|---|---|---|
Brandywine Oak Private Wealth LLC
 Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families. | Chief Executive Officer | 01/08/2018 |
Former positions of Michael James Henley
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 30/06/2018 |
Experiences
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Connections
1st degree connections
1st degree companies
Male
Female
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Executives
Linked companies
| Private companies | 2 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families. | Finance |
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