David Henkel
16810 Kenton Drive
Suite 100
Huntersville, NC 28078
Seeking extensive resources and specialized support for his clients, David Henkel joined Pinnacle Asset Management and Raymond James Financial Services, Inc., member FINRA/SIPC, in 2021. He partners with Financial Advisor, Bryan Sherrill, and Registered Client Service Associate, Kelly Nodine, to serve individuals and businesses with significant investment needs. Prior to joining Pinnacle, the team built a strong foundation with a combined 43 years of experience at Wells Fargo.
At Pinnacle Asset Management and Raymond James, David and his team leverage the capabilities of one of the largest independent financial services firms in the United States. Through Raymond James, they have access to extensive resources, including professionals specializing in financial planning, estate and tax strategies, wealth accumulation, retirement planning, and college funding.
With more than 23 years of experience in the financial services industry, David is dedicated to helping investors navigate an increasingly complex financial landscape. He is known for delivering a high level of personalized service and maintaining a strong commitment to his clients. David understands the dynamics of wealth—how to balance competing forces and adapt as markets and life circumstances evolve. From financial planning to comprehensive portfolio management, his recommendations are always focused on providing meaningful value and helping clients make informed decisions based on realistic expectations.
David 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. In 2024, David earned his Private Wealth Advisor certification through Raymond James and the Certified Wealth Strategist℠ (CWS®) designation through Cannon Financial, further enhancing his ability to serve clients with complex financial needs. He holds his Series 7, 31, and 66 securities licenses, along with North Carolina health and life insurance licenses.
David and his wife, Jessica, have four children and live in Davidson, North Carolina. He is active in his community as a member of the Elon University Alumni Board, partner at Grace Covenant Church and regular participant and leader in the F3 men’s group. In his free time, David enjoys spending time with his family and taking trips to the North Carolina mountains throughout the year.
Raymond James is not affiliated with the above organizations.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
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.
Quick Links