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HENDEL WEALTH MANAGEMENT GROUP WELCOMES FINANCIAL ADVISOR ERIK STEVENS & CLIENT SERVICES ASSOCIATE RYAN ENGEL

08.27.24 // Announcement // Blog Article //

[Smithtown, NY] – Erik Stevens and Ryan Engel were recently welcomed as Financial Advisor, RJFS and Client Services Associate, RJFS at Hendel Wealth Management Group aligned with Raymond James Financial Services at 95 Smithtown Boulevard in Smithtown, NY.

Erik Stevens is a seasoned Financial Advisor with over eight years of experience in private banking and two years in accounting and wealth management. As an Advisor at Hendel Wealth Management Group, Erik is dedicated to maintaining and deepening client relationships, while building trust and understanding, which he considers to be the cornerstones of successful financial advising. He is committed to turning clients’ aspirations into actionable plans. He holds a Series 7, 31, 63 & 66.

With a keen eye for detail and a personal drive for success, Ryan Engel stands out as a Client Service Associate at our practice. His journey in finance began with an internship at Hendel Wealth Management Group in 2022, where he gained invaluable experience in developing financial strategies. Ryan graduated with a Bachelor of Science in Finance from Sacred Heart University, with a consistent presence on the Dean’s List. He has also earned the designation of Microsoft Office Specialist: Excel Associate, showcasing his proficiency in a critical tool for financial analysis.

To learn more about Erik & Ryan, visit www.hendelwmg.com.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

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. Hendel Weath Management Group is located at 95 Smithtown Blvd., Smithtown NY 11787

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About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (January, 2021). 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’ 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. For more information: www.SHOOKresearch.com

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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