Drucker Wealth’s Top Financial Professionals Nationally Recognized
Lance Drucker, ChFC®, CLU®, Named the No. 1 Financial Professional in the U.S. by HTK
Drucker Wealth, a leading New York City financial services firm, is pleased to announce that president and CEO, Lance Drucker, ChFC®, CLU®, has been recognized by broker-dealer and registered investment adviser, Hornor, Townsend & Kent, LLC (HTK), as the No. 1 financial professional in the U.S. for 2022,1 for the fourteenth consecutive year. Lance is the first in HTK history to achieve a No. 1 ranking for more than 10 years. This distinguished honor continues to recognize Lance as a premier financial professional, alongside the other repeated national recognitions for Drucker Wealth.
Each year, HTK releases a ranking of hundreds of financial professionals associated with their organization to name qualifiers in the prestigious Summit and Peak Program. Lance has qualified for the Summit program, which means he ranks in the top 10 HTK financial professionals in the country.
“Our Summit and Peak financial professionals represent the highest caliber at HTK, with unmatched performance when it comes to delivering financial services, advice and solutions to their clients,” says Aaron Gordon, HTK president. “Trusted relationships are at the heart of HTK. Our Summit and Peak members have earned their ranking as dedicated and entrusted professionals. We’re thrilled to have Lance and his team affiliate with HTK.”
“I’m honored to receive this recognition, which reflects the hard work and dedication of the entire Drucker Wealth team,” says Lance. “More than 60 years ago, my father established Drucker Wealth. Since that time, our practice has grown exponentially in the of clients we’ve served, and with the expansion of a talented team that I believe to be the best of the best in the industry. Yet, as much as we have grown, certain things haven’t changed — our integrity, focus on innovation and commitment to clients.”
In [KS1] addition to being recognized by HTK as a top financial professional, Lance and his team have been widely published and have received numerous recognitions. Lance is the author of “How to Avoid Bag Lady Syndrome: A Strong Woman’s Guide to Financial Peace of Mind.” He has received the Five Star Wealth Manager Award for six consecutive years2 and the Women’s Choice Award for Financial Advisors3 for the past 12 years. He is a member of the Million Dollar Round Table, which represents the top 1% of financial professionals in the world,4 as well as a member of the Forbes Finance Council5 and Vanguard Advisor Steering Community.6 He has been featured in The Wall Street Journal and New York Magazine.
Lance’s son, Gideon Drucker, CFP®, heads Drucker Wealth Builder, a division of the firm focused on helping the next generation prepare for their financial futures. He is the author of the book, “How to Avoid H.E.N.R.Y. Syndrome: Financial Strategies to Own Your Future.” He specializes in working with young professionals working in tech and media, helping them design a strategy to achieve their financial goals. He has been featured in Forbes, Business Insider, PBS, Parade and Money Under 30. He has been named a top Next-Gen and Best-in-State Wealth Advisor by Forbes, 7 and been featured in Money Under 30 and Business Insider for his experience with financial issues faced by millennials. In addition to his CFP, Gideon holds Accredited Investment Fiduciary and Equity Compensation Associate designations.
Listed recognitions are not based on investment performance, may not be reflective of client experience, and cannot predict the recipient's future success.
1The Summit and Peak programs are based on production levels/Gross Dealer Concession (GDC) from January 1, 2021 through December 31, 2021. Entry into the Summit and Peak programs is not based on client experience or client results. The award does not guarantee that using an award winner will result in future investment success.
2The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1680 New York City wealth managers were considered for the award; 155 (9 percent of candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
3The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in partnership with WIFE.org, the Women’s Institute for Financial Education, in an effort to help women identify financial advisors and firms that provide quality service and a strong commitment to their female clientele. Advisors who qualify for the Award are evaluated using 17 objective criteria including industry tenure and client demographics. For more information about the Women’s Choice Award for Financial Advisors, please visit www.wife.org. There is no fee to participate.
4Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org.
5Forbes Finance Council is an invitation-only, fee-based organization for senior-level finance executives and leaders in finance.
6Vanguard’s Advisor Research Community is an invitation-only, private online forum of U.S. investment advisors whose purpose is to provide Vanguard with regular feedback about its products, services, and messages. Members of the community are invited to participate in a variety of market research studies. All information collected is used for research purposes only, and is not shared with Vanguard’s Sales team except in aggregate.
7Forbes’ ranking of America’s Top Next-Gen and Best-in-State Wealth Advisors, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.
Lance and Gideon Drucker are Registered Representatives of and offer securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Adviser, Member FINRA/SIPC. 2 Park Avenue, New York, NY 10016, 212-697-1355. Drucker Wealth Management and other listed entities are not affiliated with HTK.
[KS1]Please confirm highlighted recognitions for 2022 (will need updating for consecutive years) and add any additional recognitions.