Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —

Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

Personal involvement at the highest level

Gary Handler

Gary Handler, AIF®
Senior Vice President, Investments
Senior Institutional Consultant
Raymond James Institutional Consulting

gary.handler@raymondjames.com

Gary Handler has been helping people retire with dignity for 25 years. He has been named one of Plan Sponsor Magazine’s “Top 100 Retirement Plan Advisers”* for the past eight consecutive years (2008-2014). In 2010, he was recognized by 401k Wire as one of the 40 most influential advisors** in the defined contribution industry.

He is a Certified Behavioral Finance Analyst (CBFA), an Accredited Investment Fiduciary (AIF®), a Certified 401(k) Professional C(k)P™ and one of approximately just 75 advisors nationwide certified to perform behavioral finance plan audits for their clients.

40 Most Influential Advisors in the Defined Contribution Industry.

– 401kWire, March 2010

He began his career in 1989 at Smith Barney. In 1991, Gary joined Oppenheimer & Company and specialized in retirement programs for major corporations around the country while also managing fixed income and equity portfolios for individual investors. In 2003, he joined RBC Dain Rauscher and formed the Handler Investment Consulting Team to facilitate the needs of corporate plan fiduciaries that have a direct responsibility for their company’s retirement programs. In 2007, Gary and his team joined UBS Financial Services in Encino, California. In 2014, he joined Raymond James. Since joining Raymond James, Gary has become a member of the Raymond James Retirement Plan Advisory Council. As a member of this council, Gary is committed to providing a professional depth of experience and dedication to assist with the challenges that plan sponsors face in managing their obligations as plan fiduciaries.

Gary earned a bachelor’s degree in accounting and an MBA in entrepreneurship from the University of Southern California. In 2004, he earned the Accredited Investment Fiduciary (AIF®) professional designation from the University of Pittsburgh’s Graduate Center for Fiduciary Studies. In 2005, Gary earned the PLANSPONSOR Retirement Professional (PRP)™ designation from the PLANSPONSOR Institute. In 2011, he earned the Certified 401(k) Professional C(k)P™ designation from The Retirement Advisor University at the UCLA Anderson School of Management Executive Education.

 

* The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

** This list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 reader votes as well as input from last year's Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors' practices gathered directly from the nominees.


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The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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