David Henkel
16810 Kenton Drive
Suite 100
Huntersville, NC 28078
David Henkel is a senior vice president for Pinnacle Asset Management and a financial consultant for Raymond James Financial Services, Inc., member FINRA/SIPC. His team is located at Pinnacle’s Huntersville location at 16810 Kenton Drive.
Henkel joined the company in 2021 as part of the Charlotte Pinnacle Asset Management team. He works closely with Financial Consultant Bryan Sherrill and Registered Client Service Associate Kelly Nodine to serve individuals and businesses with significant investment needs. The three-member team was previously with Wells Fargo.
Henkel brings 18 years of financial services experience to his role, beginning with Wachovia Securities in 2003. He was named a Forbes Best in State Wealth Advisor in 2021.
Henkel earned a bachelor’s degree in business administration from Elon University and a master’s degree in industrial/organizational psychology from the University of Baltimore. He holds Series 7, 31, 66, and North Carolina Health and Life Insurance Licenses.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
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| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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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. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21. 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.
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