Advisers on the Move

Indie managing $245 million switches to Raymond James from Ameriprise

Hendel Wealth Management Group and its three-adviser team are based in Smithtown, N.Y.

Oct 11, 2019 @ 11:50 am

By InvestmentNews

Jeffrey Hendel, whose Hendel Wealth Management Group manages $245 million, has switched the affiliation of his business to Raymond James from Ameriprise Financial.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

Mr. Hendel is joined in the move by advisers Morgan Weil, Rinaldo Crassa and Peter Halliwell, as well as the group's four-person service and administrative team.

[Recommended video: Advisers should discuss ESG with wealthy clients before someone else does]

Hendel Wealth management is based in the Long Island suburb of Smithtown, N.Y.

Mr. Hendel had been associated with Ameriprise and a predecessor since 1997.

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