Banyan Wealth is honored to share that our founder, Nicholas Sergio, AIF®, CPFA®, has been appointed to Raymond James’ inaugural Independent Contractor Division Leadership Advisory Board. The national group of 11 advisors was selected by senior management.
The Leadership Advisory Board strengthens the connection between Raymond James leadership and the independent advisors who work with families and business owners across the country. Meeting quarterly, members provide insight on firm strategy and share perspectives on the challenges and opportunities that shape the lives of clients. Nick’s inclusion reflects his nearly 25 years with Raymond James and his longstanding commitment to walking with clients through both challenges and milestones in their financial journeys.
For Nick, the appointment to the board is less about recognition and more about the opportunity to collaborate and give back while continuing to serve the families and business owners who place their trust in us.
“Being invited to serve on the Leadership Advisory Board is both a privilege and a responsibility,” Nick said. “It’s rewarding to collaborate with peers from across the country and contribute to decisions that will shape the future of independent advisors. After nearly 25 years with Raymond James, it’s meaningful to help support the broader firm while continuing to put our clients’ ‘why’—their purpose, their families, their future—at the center of everything we do.”
Serving on the board is a natural extension of the same principles that shape our work with clients. At Banyan Wealth, financial planning begins with listening, understanding, and keeping each client’s “why” at the center of every decision. Bringing that perspective into conversations with Raymond James leadership reflects our belief that the future of the profession should be guided by the same clarity and purpose that families and business owners look for in their own planning.
Collaboration with peers from across the country also strengthens the wealth management profession as a whole. By sharing ideas and experiences, advisors can work together to address challenges, anticipate opportunities, and ensure that the voices of independent business owners remain part of the dialogue at the highest levels of the firm. A spirit of collaboration has always been central to our work and is now carried into this expanded setting.
We are grateful for the trust our clients place in us every day. That trust inspires us to continue building relationships rooted in clarity, discipline, and purpose. Learn more about our team and unique WHY Wealth Building Process™.
“2025 AdvisorHub 250 Advisors to Watch under $1b, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/20/2025. 1,972 nominations were received, and 250 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/45jwlKC