Experience, expertise and a passion to help you succeed.
Experience, expertise and a passion to help you succeed.
Our Team
The Banyan Wealth team consists of five Financial Advisors with locations in Red Bank NJ, Toms River NJ, and Mahwah NJ. Each of our advisors has over 20 years’ experience individually and our team has an average experience of 23 years and have endured many different market conditions including nine bear markets, two recessions and a financial meltdown and we’re still standing stronger and more experienced than ever. Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended. Our top priority is to instill confidence, knowledge and comfort with all aspects of your portfolio.
Accredited Investment Fiduciary®
Founder & Chief Investment Officer
Banyan Wealth
Registered Principal & Financial Advisor • RJFS
Red Bank, NJ
2021 Leaders Council Member
Client Relationship Manager
Red Bank, NJ
CERTIFIED FINANCIAL PLANNERTM
Director of Financial Planning • Banyan Wealth
Financial Advisor • RJFS
Red Bank, NJ
Administrative Assistant
Red Bank, NJ
Financial Advisor • RJFS
Red Bank, NJ
Financial Advisor • RJFS
Toms River, NJ
Financial Advisor • RJFS
Annuity/Insurance Consultant • RJFS
Mahwah, NJ
Client Relations Advisor
Toms River, NJ
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The S&P 500's 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nick's second insight of 2024. #banyanwealth #raymondjamesredbank www.raymondjamesconnect.com/a0tlDd ... See MoreSee Less
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