Jeffrey Hendel Achieves Membership in Raymond James Chairman's Council
[Smithtown, NY] – Jeffrey Hendel, President & CEO of Hendel Wealth Management Group and Senior Financial Advisor, Raymond James Financial Services located at 95 Smithtown Boulevard in Smithtown was recently named a member of the Chairman’s Council.*
Hendel—who joined Raymond James in 2019 and was recognized on the Forbes Best In-State Wealth Advisors List in 2021 & 2022**—has more than 25 years of experience in financial planning and investment management. Hendel began his career in financial services in 1997 and previously spent 22 years with Ameriprise Financial. Today, Jeff provides strategies for retirement planning, retirement income, insurance, investments, saving for education, estate planning, business retirement plans, tax planning and more through Raymond James.
He is an avid supporter of local charities, including John’s Place Family Center, Little Flower Children and Family Services of New York, The Guide Dog Foundation for the Blind, Three Village Dads Foundation, Stony Brook Children’s Foundation, Habitat for Humanity, Ronald McDonald House Charities and Long Island Cares.
About Hendel Wealth Management Group
At Hendel Wealth Management Group aligned with Raymond James, clients are our main priority, which is why we work to understand their unique circumstances and create a distinctive plan that provides a road map for their financial journey. Through industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company, we’re able to help our clients define the best approach to growing and preserving their wealth. To learn more visit www.hendelwmg.com or contact 631.239.3000.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc., (NYSE-RJF) a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion.
*As of 6/30/2021. Past performance is not indicative of future results. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
** 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 criteria due to varying client objectives and lack of audited data. In 2022, out of approximately 34,925 nominations, more than 6,550 advisors received the award. In 2021, out of approximately 32,725 nominations, more than 5,000 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 https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James is not affiliated with the organizations listed.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hendel Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal issues, these matters should be discussed with the appropriate professional.