Experience, expertise and a passion to help you succeed.
Our Team
Our firm has over 150 years of collective financial planning and wealth management experience. We’ve endured bear markets, recessions, financial crises and a pandemic, helping our clients achieve their financial goals through it all. We believe in the power of strong working relationships to instill knowledge, trust and confidence.
Founder, Managing Partner and Chief Investment Officer
Nicholas Sergio, AIF®
Accredited Investment Fiduciary®
Founder & Chief Investment Officer
Banyan Wealth
Registered Principal & Financial Advisor
RJFS , Red Bank, NJ
2023 Leaders Council Member
Dawne Clarke
Client Relationship Manager
Red Bank, NJ
JR McCormick, CFP®
Certified Financial Planner™
Director of Financial Planning
Wealth Advisor
Red Bank, NJ
Trish Collins
Senior Client Relationship Associate
Brand Ambassador
Red Bank, NJ
Joe DiDario
Wealth Advisor
Red Bank, NJ
Nicole McGrouther
Wealth Advisor
Accredited Investment Fiduciary®
Red Bank, NJ
Peter McCarron
Wealth Advisor
Annuity/Insurance Consultant
Banyan Wealth – Saddle Brook, NJ
James Capen Jr.
Wealth Advisor
Toms River, NJ
Karen Capen
Client Relations Advisor
Toms River, NJ
Kenneth Fitzpatrick
Wealth Advisor
Red Bank, NJ
Have Confidence With Your Financial Future.
Quality Service, Expertise, and Personalized Planning Tailored to Your Life Goals.