Banyan Wealth’s Nick Sergio Named to Raymond James Financial Services’ 2021 Leaders Council
RED BANK, NEW JERSEY, March 2, 2021 – 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’ 2021 Leaders Council.
“This recognition is humbling and an honor for the entire Banyan Wealth team,” said Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services. “We understand the important role we play in our client’s lives and helping them ‘live the life they love’ through these challenging times. This honor is yet another validation of our success and unwavering commitment to helping our clients.”
This is the tenth year Mr. Sergio has been named a member of Raymond James’ Leaders Council.* He has also served as a member of the Raymond James Executive Council* seven times during his eighteen 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.
... See MoreSee Less
0 CommentsComment on Facebook
The S&P 500's 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nick's second insight of 2024. #banyanwealth #raymondjamesredbank www.raymondjamesconnect.com/a0tlDd ... See MoreSee Less
0 CommentsComment on Facebook
... See MoreSee Less
0 CommentsComment on Facebook
As the first quarter of 2024 is ticking away, let’s pause and reflect on the importance of staying ahead in our financial journey. I’m approaching 2024 with caution, prepared for the bumpy roads and potential opportunities ahead. Dive into our Q1 insights to ensure your financial strategy is as resilient and adaptable as you. Take a look: ... See MoreSee Less
0 CommentsComment on Facebook
... See MoreSee Less
0 CommentsComment on Facebook