Managing Director
Current
Oct 2019 - Present
AeroLeads people directory · profile
Gary Handler Email & Phone Number
Managing Director,Senior Institutional Consultant, Senior VP - Investments at Raymond James
at
Raymond James
1 work email found
@raymondjames.com
3 phones found area 727 and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director,Senior Institutional Consultant, Senior VP - Investments at Raymond James
Location
Beverly Hills, California, United States
Company size
Who is Gary Handler? Overview
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Quick answer
Gary Handler is listed as Managing Director,Senior Institutional Consultant, Senior VP - Investments at Raymond James at Raymond James, a with 12938 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, 212, and a matched LinkedIn profile for Gary Handler.
Gary Handler previously worked as Managing Director at Raymond James and Senior Vice President - Investments at Raymond James. Gary Handler holds Master Of Business Administration (Mba), Entrepreneurship/Entrepreneurial Studies from University Of Southern California.
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{first}.{last}@raymondjames.com
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Profile bio
About Gary Handler
Thomas Edison once said, "I never did a day's work in my life. It was all fun." For the past 28 years, I have been blessed with the opportunity to do what I am truly passionate about. Beginning in 1989 at Smith Barney, I quickly learned the ropes of the retirement planning industry. From there I was given the opportunity to join Oppenheimer & Company in 1991 and focus my business towards retirement programs for major corporations around the country, while also managing fixed income and equity portfolios for individual investors. As my career continued, I joined RBC Dain Rauscher and formed Handler Investment Consulting, a move that better permitted me to facilitate the needs of corporate plan fiduciaries that have a direct responsibility for their company’s retirement programs. I brought the Handler Investment Consulting team to UBS Financial Services, Inc. and was named to the UBS Institutional Group. The move to UBS gave me the ability to acknowledge fiduciary status for investment advice provided to retirement plans by utilizing a UBS Institutional Consulting Agreement.My commitment to my clients has not gone unnoticed by professionals within the business as I have received multiple acclamations. From 2005-2014, I received PLANSPONSOR magazine’s “Best in Class” award as one of the nations “Top 100 Retirement Plan Advisors”*working with plan sponsors. My infatuation with the business has created a thirst for knowledge, driving me to continue to educate myself to better serve my clients. have earned the Accredited Investment Fiduciary (AIF)™ professional designation, the PLANSPONSOR Retirement Professional (PRP)™ designation, the Certified 401(k) Professional (C(k)P)™ designation, and the Certified Behavioral Finance Analyst (CBFA) professional designation. *For award criteria, please see the "Honors and Awards" section below.
Listed skills include Retirement Planning, Investments, Retirement, Mutual Funds, and 7 others.
Current workplace
Gary Handler's current company
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Raymond James
6 roles
Gary Handler work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Investments
CurrentAn investment committee charged with the task of running a qualified or nonqualified retirement plan must come together to make many important decisions – which calls for a substantial degree of reflection and discussion. One thing committees easily agree on is the crucial need to find a highly experienced retirement plan consultant who can help plan sponsors review all investments and vendors; help plan fiduciaries meet all regulations andresponsibilities; and help plan participants engage in their own retirement planning. Proudly, I believe this is who I am. For more than 28 years, I have built a reputation for providing an exceptional level of guidance that, that in our opinion, not only defies comparison, but exceeds expectations. In 2017 I was named a Plansponsor Magazine, Plan Advisor of the Year Finalist.Raymond James financial advisors may only conduct business with residents of thestates and/or jurisdictions for which they are properly registered. Therefore, a response to arequest for information may be delayed. Please note that not all of the investments and servicesmentioned are available in every state. Investors outside of the United States are subject tosecurities and tax regulations within their applicable jurisdictions that are not addressedon this site. Contact your local "Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC" office for information and availability. Pleasefollow this link to additional disclosures: http://raymondjames.com/smrja.htm
Mar 2014 - Present
Senior Vice President - Investments
Specialized in retirement programs for major corporations around the country as a member of the prestigious UBS Institutional Consulting Group
Apr 2007 - Mar 2014
Senior Vice President
Founded the Handler Investment Consulting team to facilitate the needs of corporate plan fiduciaries that have a direct responsibility for their company’s retirement programs
Jun 2003 - Apr 2007
Executive Director
Specialized in retirement programs for major corporations around the country while also managing fixed income and equity portfolios for individual investors
Jan 1991 - Jun 2003
Vice President
Smith Barney
Jun 1989 - Dec 1990
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →
JC
Joe Cunneff
Colleague at Raymond JamesSugar Land, Texas, United States
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CC
Craig Croone
Colleague at Raymond JamesSt Petersburg, Florida, United States
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AJ
Adam Jones
Colleague at Raymond JamesPlant City, Florida, United States
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DH
Debbie Hicks
Colleague at Raymond JamesLargo, Florida, United States
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RK
Ranjeet Kumar
Colleague at Raymond JamesDelhi, India
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AP
Akshar Patel
Colleague at Raymond JamesBoston, Massachusetts, United States
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LZ
Linda Zivney, Crpc®
Colleague at Raymond JamesBend, Oregon, United States
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TM
Tim Mitchell
Colleague at Raymond JamesChicago, Illinois, United States
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WH
Will Heller
Colleague at Raymond JamesNashville, Tennessee, United States
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TA
Tanara Archibald
Colleague at Raymond JamesDetroit, Michigan, United States
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Joe Cunneff
Colleague at Raymond JamesSugar Land, Texas, United States
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CC
Craig Croone
Colleague at Raymond JamesSt Petersburg, Florida, United States
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AJ
Adam Jones
Colleague at Raymond JamesPlant City, Florida, United States
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DH
Debbie Hicks
Colleague at Raymond JamesLargo, Florida, United States
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RK
Ranjeet Kumar
Colleague at Raymond JamesDelhi, India
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AP
Akshar Patel
Colleague at Raymond JamesBoston, Massachusetts, United States
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LZ
Linda Zivney, Crpc®
Colleague at Raymond JamesBend, Oregon, United States
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TM
Tim Mitchell
Colleague at Raymond JamesChicago, Illinois, United States
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WH
Will Heller
Colleague at Raymond JamesNashville, Tennessee, United States
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TA
Tanara Archibald
Colleague at Raymond JamesDetroit, Michigan, United States
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2 education records
Gary Handler education
Master Of Business Administration (Mba), Entrepreneurship/Entrepreneurial Studies
Bachelor Of Science (Bs), Accounting
FAQ
Frequently asked questions about Gary Handler
Quick answers generated from the profile data available on this page.
What company does Gary Handler work for?
Gary Handler works for Raymond James.
What is Gary Handler's role at Raymond James?
Gary Handler is listed as Managing Director,Senior Institutional Consultant, Senior VP - Investments at Raymond James at Raymond James.
What is Gary Handler's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Gary Handler at Raymond James.
What is Gary Handler's phone number?
AeroLeads has found 3 phone signal(s) with area code 727, 212 for Gary Handler at Raymond James.
Where is Gary Handler based?
Gary Handler is based in Beverly Hills, California, United States while working with Raymond James.
What companies has Gary Handler worked for?
Gary Handler has worked for Raymond James, Ubs Wealth Management, Rbc Dain Rauscher, Oppenheimer & Co., and Smith Barney.
Who are Gary Handler's colleagues at Raymond James?
Gary Handler's colleagues at Raymond James include Joe Cunneff, Craig Croone, Adam Jones, Debbie Hicks, and Ranjeet Kumar.
How can I contact Gary Handler?
You can use AeroLeads to view verified contact signals for Gary Handler at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Gary Handler attend?
Gary Handler holds Master Of Business Administration (Mba), Entrepreneurship/Entrepreneurial Studies from University Of Southern California.
What skills is Gary Handler known for?
Gary Handler is listed with skills including Retirement Planning, Investments, Retirement, Mutual Funds, Portfolio Management, Alternative Investments, 401K, and Finance.
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