Cullen Henley has recently joined Hanover Financial Group as an Investment Advisor Representative in Bozeman, Montana. In this role, he will work closely with advisors and clients to support investment planning, portfolio reviews, and wealth management strategies.
Cullen brings a diverse background in both financial services and real estate. Prior to joining Hanover Financial Group, he worked at Shore to Summit Wealth Management as a Registered Client Associate. In this role, he supported advisors with investment proposals, account management, and client reporting while earning his FINRA licenses. He also served as a Client Associate at RBC Wealth Management, assisting advisors with financial planning, client relations, and investment analysis. Earlier in his career, Cullen worked with Lone Mountain Real Estate in Big Sky, Montana. The client-centered nature of his position advantages his previous experience working in a highly competitive market, and assisting high-profile clients while ski instructing at the Yellowstone Club.
Cullen earned his B.B.A. in International Business and Finance from the University of Montana with Honors. During his studies, he also completed international finance programs in Germany and Ireland. He currently holds the FINRA SIE, Series 7, and Series 66 licenses and the Chartered Retirement Planning Counselor designation.
As a native Montanan, Cullen enjoys all the typical activities this beautiful state offers. In the winter, Cullen can frequently be found skiing and snowmobiling. During the warmer months, Cullen enjoys golfing, hiking, waterskiing, and attending his alma mater football games.