Press Release (ePRNews.com) - RED BANK, N.J. - Mar 02, 2021 - Banyan Wealth, a premier New Jersey and New York-based wealth management and financial planning practice, announced today Nick Sergio, founder and Chief Investment Officer, was named a member of the Raymond James Financial Services’ 2021 Leaders Council.
“This recognition is humbling and an honor for the entire Banyan Wealth team,” said Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services. “We understand the important role we play in our clients’ lives and helping them ‘live the life they love’ through these challenging times. This honor is yet another validation of our success and unwavering commitment to helping our clients.”
This is the tenth year Sergio has been named a member of Raymond James’ Leaders Council.* He has also served as a member of the Raymond James Executive Council* seven times during his 18 years at Raymond James Financial Services.
Visit BanyanWealth.com to learn more about the company’s wealth management and financial planning solutions.
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About Banyan Wealth | Banyan Wealth is a premier wealth management and financial planning company. Established in 2001 with offices in Red Bank and Toms River, New Jersey, and Suffern, New York, the team offers a comprehensive suite of personalized services for families and individuals, retirees, business owners, women investors, corporate executives, and healthcare professionals. Visit BanyanWealth.com to learn more about their “Live the Life You Love” approach to managing your financial future.
11 Wharf Ave., C-2, Red Bank, NJ 07701
445 Brick Blvd, Suite 301, Brick, NJ 08723
400 Rella Blvd, Ste. 165, PMB 109, Montebello, NY 10901
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Banyan Wealth is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.