Jason Monopoli

Jason Monopoli is a Client Service Associate at Hendel Wealth Management Group, where he plays a key role in supporting clients and ensuring they receive the guidance, clarity, and care they deserve. He works to help answer client questions, resolve issues, and streamline requests. Jason also collaborates closely with the advisory team to deliver a seamless and positive client experience.

Before joining Hendel Wealth Management Group, Jason interned at RXR, where he gained valuable exposure to professional operations, communication, and client‑focused service. He graduated from SUNY Oneonta with a degree in Business Administration and a concentration in Accounting, earning Dean’s List honors. He also holds a Microsoft Office Specialist: Excel Associate certification, demonstrating his strong technical skills and ability to manage and analyze data effectively.

Service and community involvement have always been important to Jason. Through the VITA (Volunteer Income Tax Assistance) program, he helped prepare tax returns for local residents—many of whom were elderly or had special needs—ensuring their filings were completed accurately and professionally. He also participated in community service projects with his lacrosse team, assisting elderly residents with seasonal yardwork and property upkeep.

Hard‑working and dedicated, Jason is inspired by helping people feel more confident about their financial future. He enjoys being part of a team that builds meaningful relationships and guides clients toward long‑term success. His favorite part of the job is seeing the impact that thoughtful planning and genuine support can have on someone’s life.

Outside the office, Jason enjoys spending time with friends, playing lacrosse, and going to the beach with his family. He lives by the Steve Jobs quote: “The only way to do great work is to love what you do.”