Latest News Feed

Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management
Press Release Jun 15, 2021
Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management
PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales
Press Release Jun 8, 2021
PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales
Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions
Press Release Apr 6, 2021
Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions

Addition of industry leader to bolster the company's channel program and growth strategies.
PPT Solutions Announces Promotion of Scott Prater to Senior Vice President of Technology Solutions
Press Release Mar 15, 2021
PPT Solutions Announces Promotion of Scott Prater to Senior Vice President of Technology Solutions
Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council
Press Release Mar 2, 2021
Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council
Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors
Press Release Feb 23, 2021
Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors

Recognition follows recent naming to Raymond James' 2021 Chairman's Council
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors
Press Release Feb 23, 2021
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors
Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
Press Release Feb 23, 2021
Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year
Press Release Feb 5, 2021
PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth
Press Release Jan 13, 2021
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.