Jeffrey Hendel & Kevin Petterson of Hendel Wealth Management Group Named to Forbes' List of Best-in-State Wealth Advisors

[Smithtown, NY] – Jeffrey Hendel, President & CEO, Hendel Wealth Management Group & Senior Financial Advisor, RJFS, and Kevin Pettersen, Managing Principal/Senior Wealth Advisor, RJFS, located at 95 Smithtown Blvd in Smithtown, NY, were among the Raymond James-affiliated advisors named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023.

Forbes’ Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022.

Those advisors who 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 who 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. Out of approximately 39,007 nominations, 7,321 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 an individual client’s 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/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

Hendel, who joined Raymond James in 2019, has more than 25 years of experience in the financial industry and Pettersen who joined Raymond James in 2006, has more than 37 years of experience.

Hendel Wealth Management Group offers services in the areas of Investments, Retirement Planning Strategies, Retirement Income Strategies, Insurance, Saving for Education, Wealth Preservation Strategies, Retirement Plan Distribution, Estate Planning Strategies, Business Retirement Plans and Tax Planning Strategies. To reach Hendel Wealth Management Group, visit www.hendelwmg.com or call 631.239.3000.

About Forbes Top Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, 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. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who 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 who 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. Out of approximately 39,007 nominations, 7,321 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 an individual client’s 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/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 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 $1.17 trillion as of December 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services, Inc, Hendel Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.