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.

Nicholas Sergio, AIF®

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

Dawne Clarke

Client Relationship Manager
Red Bank, NJ

JR McCormick, CFP®

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

Trish Collins

Administrative Assistant
Red Bank, NJ

Kenneth Fitzpatrick

Financial Advisor • RJFS
Toms River, NJ

James Capen Jr.

Financial Advisor • RJFS
Toms River, NJ

Peter McCarron

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

Karen Capen

Client Relations Advisor
Toms River, NJ