Banyan Wealth’s Nick Sergio Achieves Membership in Raymond James Financial Services 2022 Leaders Council
Honor marks the 11th year Sergio has been named to the prestigious group
RED BANK, NEW JERSEY, January 18, 2022 – Banyan Wealth, a premier New Jersey and New York-based wealth management and financial planning practice, announced today Nick Sergio, Founder and Chief Investment Officer, was named a member of the Raymond James Financial Services’ 2022 Leaders Council.
Leaders Council honors are presented to those financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity, according to Raymond James Financial Services. Members of the Leaders Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.
“To achieve Leaders Council membership for an 11th year is an honor that is shared across the entire Banyan Wealth team,” said Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services. “This has been a monumental year for the company and we’re very thankful for the confidence and trust our clients place in us. It’s something we never take for granted and truly drives our purpose and passion each and every day.”
In addition to his extensive years as a Leaders Council* member, Mr. Sergio has also served as a member of the Raymond James Executive Council* seven times during his twenty years at Raymond James Financial Services.
Visit BanyanWealth.com to learn more about the company’s wealth management and financial planning solutions.
About Banyan Wealth | Banyan Wealth is a premier wealth management and financial planning company. Established in 2001 with offices in Red Bank and Toms River, New Jersey, and Suffern, New York, the team offers a comprehensive suite of personalized services for families and individuals, retirees, business owners, women investors, corporate executives and healthcare professionals. Visit BanyanWealth.com to learn more about their “Live the Life You Love” approach to managing your financial future.
11 Wharf Ave., C-2, Red Bank, NJ 07701 • 732.747.8540
445 Brick Blvd., Suite 301, Brick, NJ 08723 • 732.914.3951
400 Rella Blvd., Suite 165, PMB 109, Montebello, NY 10901 • 888.565.8890
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Banyan Wealth is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.