Jeffrey Hendel & Kevin Pettersen of Hendel WMG Named to Forbes’ List of Best-In-State Wealth Advisors
[Smithtown / Massapequa, NY] – Hendel Wealth Management Group’s Jeffrey Hendel, President & CEO, HWMG and Senior Financial Advisor, RJFS [Smithtown] and Kevin Pettersen, Managing Principal Senior Wealth Advisor, RJFS [Massapequa] were both among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 2022.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK®Research, LLC.
Combined, Hendel and Pettersen have more than 60 years of experience in the financial services industry. Hendel Wealth Management Group offers both individual and business clients a myriad of services including Business Planning, Corporate Retirement Plan Consulting, Education Planning, Estate, Charitable Giving & Trust, Financial Planning, Fixed Income Services, Investment Strategies, Portfolio Management, Retirement Planning and Risk Management.
To learn more about Hendel Wealth Management Group, visit www.hendelwmg.com or contact 631.239.3000.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022).
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK®Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
About Raymond James Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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