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Roderick H

CFP®, Series 63, Series 65

Palm Desert, CA

Raymond James Financial

Roderick Hendry is a CFP® with 37 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Hendry is a board member of the California State University San Bernardino Philanthropic Foundation and serves as treasurer and board member of the Desert Symphony, a nonprofit organization supporting local symphonic performances. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to support non-discretionary planning and investment consulting while maintaining specialized programs for municipal advisory and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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