Morgan Weil,
CFP®, CEPA® Senior Wealth Manager & Financial Advisor, RJFSBook your Appointment with Morgan
Morgan’s extensive expertise in the financial services and wealth management industries helps to ensure that Hendel Wealth Management Group’s highest level of service is continually and consistently provided to our clients.
Knowledgeable and responsive, Morgan provides timely, accurate and meaningful answers to our clients’ most critical questions about their financial futures and makes sure that their financial needs are always her greatest priority. As a trusted advisor for one of the largest independent full-service financial services firms, Raymond James, Morgan takes great pride in building relationships and works diligently to support each client through all of life’s ‘twists and turns’, ultimately guiding them to make sound investment and financial decisions through comprehensive investment management.
Morgan has worked alongside Hendel Wealth Management Group’s President & CEO, Senior Advisor, RJFS Jeffrey Hendel for more than 20 years. She earned her bachelor’s degree in Sociology with a concentration in socio-legal economics from SUNY Stonybrook University, currently holds her Series 7, 65, and 63 securities licenses, Life & Health insurance licenses, and has earned her designation as a CERTIFIED FINANCIAL PLANNER® professional and her CEPA® designation (Certified Exit Planning Advisor).
Originally from Northport, New York, Morgan now lives in Miller Place with her husband, Chris, and their children, Molly and Eddie. In her free time, Morgan serves as a dedicated volunteer with the Girl Scouts of Suffolk County, and enjoys going to the beach, reading, cooking, and traveling. In the words of Winston Churchill, Morgan believes that “The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty.”
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
