Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth

New brand identity reaffirms company’s client commitment and positioning as one of the nation’s leading wealth management and financial planning companies.

RED BANK, NEW JERSEY, January 13, 2021 – Raymond James Red Bank, a premier New Jersey and New York-based wealth management and financial planning practice, announced today the company has formally changed its name to Banyan Wealth. The name change is accompanied by a comprehensive rebrand of the organization’s corporate identity including a new logo, mission statement and tagline (“Live the Life You Love”). In conjunction with the new brand unveiling, Banyan Wealth also introduced a new website, BanyanWealth.com, reflecting the client-centric wealth management and financial planning approach and service offerings that have propelled the company to be one of the nation’s leading practices. The company will remain a wealth management division under the Raymond James Red Bank office.

“Our new name and brand identity is a testament to our evolution as a wealth management company, our team and the clients we serve. We were in need of an identity that externally reflects the culture, passion and commitment that has fueled our success and that of our clients over the past two decades,” said Nick Sergio, Founder and Chief Investment Officer of Banyan Wealth. “We believe our new identity authentically represents our history and mission of empowering our clients with the expertise, care and confidence to live the life they love, whether helping to manage their day-to-day financial planning or long-term asset management strategies. It also enables us to better communicate the value we provide to our clients and the community.”

The rebrand was created in partnership with MMC Advisor Solutions, a division of Muse Marketing + Creative and an award-winning national marketing firm specializing in branding and marketing solutions in the financial planning and wealth management industry.

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

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.