Red Bank, NJ   •   Toms River, NJ   •   Suffern, NY         Client Access

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 Suffern, NY. 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.

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Nicholas Sergio, AIF®

Accredited Investment Fiduciary®
Founder & Chief Investment Officer
Banyan Wealth
Registered Principal & Financial Advisor • RJFS
Red Bank, NJ
2021 Leaders Council Member

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Dawne Clarke

Client Relationship Manager
Red Bank, NJ

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JR McCormick, CFP®

CERTIFIED FINANCIAL PLANNERTM
Director of Financial Planning • Banyan Wealth
Financial Advisor • RJFS
Red Bank, NJ

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Trish Collins

Administrative Assistant
Red Bank, NJ

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Kenneth Fitzpatrick

Financial Advisor • RJFS
Toms River, NJ

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James Capen Jr.

Financial Advisor • RJFS
Toms River, NJ

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Peter McCarron

Financial Advisor • RJFS
Annuity/Insurance Consultant • RJFS
Suffern, NY

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Karen Capen

Client Relations Advisor
Toms River, NJ

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Don't Miss Out - Register Today!Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar tomorrow, Tuesday, August 9th at 4:15 pm as he shares his third quarter market perspective and insights. #LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding www.raymondjamesconnect.com/avgpj4 ... See MoreSee Less

6 days ago
Dont Miss Out - Register Today! Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar tomorrow, Tuesday, August 9th at 4:15 pm as he shares his third quarter market perspective and insights. #LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding https://www.raymondjamesconnect.com/avgpj4
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Register Today!Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar on Tuesday, August 9th at 4:15pm as he shares his third quarter market perspective and insights.#LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding www.raymondjamesconnect.com/axpFuK ... See MoreSee Less

2 weeks ago
Register Today! Join Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services, for a live webinar on Tuesday, August 9th at 4:15pm as he shares his third quarter market perspective and insights. #LivetheLifeYouLove #WealthManagement #Investing #WealthBuilding https://www.raymondjamesconnect.com/axpFuK
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We invite you to read Nick's Third Quarter Insights. With not much positive to say about the first half of the year, Nick shares his observations. www.raymondjamesconnect.com/azBNax ... See MoreSee Less

1 month ago
We invite you to read Nicks Third Quarter Insights. With not much positive to say about the first half of the year, Nick shares his observations. https://www.raymondjamesconnect.com/azBNax
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1 month ago
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3 months ago
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©2021 Banyan Wealth
Red Bank Office • 11 Wharf Ave., C-2 • Red Bank, NJ 07701 • t. 732.747.8540
Toms River Office • 445 Brick Blvd., Suite 301 • Brick, NJ 08723 • t. 732.914.3951
Suffern Office • 400 Rella Blvd., Suite 165 • Montebello, NY 10901 • t. 888.565.8890

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Banyan Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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