David Henkel 鈥03 is recognized for his financial advising experience and approach to working with his clients.
David Henkel ’03, senior financial advisor at Wells Fargo Advisors, has been named one of 鈥淎merica鈥檚 Best-in-State鈥 wealth advisors by Forbes.
The spotlights more than 5,000 advisors, nominated by their firms and then researched, interviewed and assigned a ranking by SHOOK Research.
The聽ranking is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
鈥淥ur Top Advisor and Top Women Advisor rankings are published annually, but they don鈥檛 tell the whole story, most of these advisors are concentrated around the bigger markets such as New York and San Francisco,鈥 wrote R.J. Shook, senior contributor, in the Feb. 11 鈥溾 article. 鈥淲e鈥檝e uncovered great advisors in聽all聽markets 鈥 South Carolina, Oklahoma, and other states with smaller concentrations of wealth. It is our belief clients are oftentimes better served by聽local聽representation.鈥
Henkel graduated from 黑料不打烊 in 2003 with a degree in business administration. At Wells Fargo, he helps clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs and risk tolerance.
He also holds a master鈥檚 degree in industrial and organizational psychology from the University of Baltimore.