Hank Persia


Financial Advisor

Branch Manager

Registered Investment Advisor Representative

HANK.PERSIA@RAYMONDJAMES.COM

 

Henry J. Persia, or "Hank", the President and Owner of Starboard Wealth Advisors, Inc., brings more than 30 years of experience to his role with Raymond James as a financial advisor. His passion and expertise is in the areas of comprehensive financial planning, investments and risk management, and his highly detail-oriented nature helps him keep his clients organized and on track. He is passionate about his work – he has seen so many families struggle because of poor financial planning or advice and wants to do whatever he can to ensure people have access to the expertise they need to live their life as richly as possible.

He honed his trade through extensive training at two of the largest Wall Street investment firms and through his experience as a corporate executive. His professional experience includes seven years as vice president-wealth management for UBS Financial Services and seven years as an assistant vice president and senior financial advisor at Merrill Lynch. After helping his clients navigate through two of the worst financial crises of our generation, Hank joined Raymond James in 2013 and launched Starboard Wealth Advisors because he felt there was a better way to deliver his services to clients, providing unbiased advice based on his standards of personal integrity.

Hank earned a Master of Business Administration degree from the University of Dallas, a Bachelor of Science in mechanical engineering technology from the Rochester Institute of Technology in New York and an Associate of Applied Science from the State University of New York at Alfred. During his time in Dallas, Hank worked for Texas Instruments for five years as a mechanical engineer. Hank then worked for Tyco Electronics/AMP for 15 years as the global director of marketing in Winston-Salem for a $100 million business unit. He left the corporate world in 1999 to use his business and technical skills and pursue his passion for helping individuals and families achieve their personal financial goals.

As a CERTIFIED FINANCIAL PLANNER™ professional, Hank adheres to the highest ethics and commitments to professionalism and continuing education. He has also been named one of “America’s Top Financial Planners” for seven years running since 2008 by the Consumers’ Research Council of America. The criteria for this honor include the financial planner’s years of experience, education and training, membership in professional financial associations and meeting requirements for financial certifications and designations. He holds FINRA Series 7, 9/10, 31 and 66 licenses, as well as North Carolina life, accident & health, and Medicare supplement/long-term care insurance licenses. These licenses allow him to provide comprehensive, unbiased and independent solutions to clients.

Hank is Vice Chairman of the American Cancer Society Leadership Council of the Triad, a member of the Greensboro Estate Planning Council and the High Point Habitat for Humanity Family Selection Committee. He is also President of the Saddlebrook Homeowners Association and has served as fund raising chairman for the American Cancer Society Gala in Guilford County, finance council chairman for St. Paul’s Catholic Church and committee member for the Action Greensboro Technology Task Force. Hank is very involved in his church and in his leisure time enjoys volunteering for Habitat for Humanity and spending time at the lake with his family and dogs.

Hank is originally from Rochester, New York, and has lived in Greensboro since 1994. Hank’s family includes his wife, Mary and son Brandon who are involved in the business; his son Adam, married with a new daughter and a University of Arizona Master of Optical Sciences degree candidate and University of North Carolina at Asheville graduate; and his daughter, Heather, who is also married with a new son, an elementary school teacher and a University of North Carolina at Greensboro graduate.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.