Category: Financial and Insurance Services
![Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/c4/cb/ce03d4640e243956dd1130464f0c.jpg)
![Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council](https://cdn.nwe.io/files/x/43/17/b20e7865a59a24f4bee27720aa0d.jpg)
Honor marks the 11th year Sergio has been named to the prestigious group
![Jack W. Kennedy III Named Member of Raymond James' 2022 Chairman's Council](https://cdn.nwe.io/files/x/fc/d3/9e9825487f7b3abb242da8bbad6e.jpg)
Earns top achieving advisor honor for the 9th consecutive year.
![Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/55/c1/67dcbd474ab4b0766e384631f2e9.jpg)
![Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/02/76/0a10b4bb5c0b341b8c91e197d9ea.jpg)
![Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/ef/76/c5bf955e521c5f25539771b7318e.jpg)
![CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/6f/41/61745cda3489559fc4af388b7365.jpg)
![Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion](https://cdn.nwe.io/files/x/85/01/06cdaaab6a72203bd8452b1ed393.jpg)
![Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council](https://cdn.nwe.io/files/x/fb/ea/22f821899f90c567910188720ad5.jpg)
![Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors](https://cdn.nwe.io/files/x/ee/14/a569624e2be47e69363739b159ed.jpg)
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](https://cdn.nwe.io/files/x/0d/f5/1d82a37e597da30a9dc4ba279190.jpg)
![Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year](https://cdn.nwe.io/files/x/3e/83/f4bea9f2013d800142e58e33539a.jpg)
![Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth](https://cdn.nwe.io/files/x/98/30/6a1a2aa7a540f8c6d8f4f636a98b.jpg)
New brand identity reaffirms company's client commitment and positioning as one of the nation's leading wealth management and financial planning companies.
![Muse Marketing + Creative Announces Launch of MMC Advisor Solutions](https://cdn.nwe.io/files/x/32/bb/22ebfdd80327dc88f722f4856a04.jpg)
New division to exclusively support the marketing needs of the nation's leading financial planning and wealth management firms.
![Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year](https://cdn.nwe.io/files/x/e6/af/d3fd235519f1afb0f3d57df7016d.jpg)
![W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year](https://cdn.nwe.io/files/x/af/60/a45edeeda61a066ec02fd9582867.jpg)
![CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor](https://cdn.nwe.io/files/x/2a/98/87d28c619c49555309cc444444d4.jpg)
![CrossleyShear Wealth Management Announces the Launch of Voyage](https://cdn.nwe.io/files/x/7b/04/63dceb178ba1a75bc4de2639767d.jpg)
The company's four-step financial planning process founded on industry fundamentals and a proprietary algorithm.
![Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor](https://cdn.nwe.io/files/x/99/82/e0910651b4de29a4c9d257af6a54.jpg)
![Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team](https://cdn.nwe.io/files/x/dd/1b/c501eaf0ac9c6afabe705c0e119f.jpg)
![Valliant Wealth Strategies' Mary Ellen Valliant Named to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/de/d7/547b95757cc15c7bc9a7472a2b63.jpg)
![Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools' Board of Education](https://cdn.nwe.io/files/x/3e/92/dc12282c24bbf371eafb545c6bed.jpg)
![For a 3rd Consecutive Year, CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2020 List of Top Wealth Advisors](https://cdn.nwe.io/files/x/68/2c/784958db371f119395bcf6427268.jpg)
![Kennedy Investment Group's Jack W. Kennedy III Named to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/49/a9/e6f0ec28a64420373fe32588b8a1.jpg)
![Potomac Financial Group's Todd Wike Named to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/14/4a/ec13e56760ae4fb6101c48bb1cbc.jpg)
![The Pinnacle Group Announces Company Name Change, New Logo and Website](https://cdn.nwe.io/files/x/03/ff/37d41f38745471b91c9bdc91a248.jpg)
Unveiling is the culmination of a comprehensive rebranding initiative designed to better demonstrate the company's culture, values and corporate vision.
![Kennedy Investment Group Announces Executive Leadership Promotions](https://cdn.nwe.io/files/x/10/63/26f1aac9ed0d394a60985ff9c2df.jpg)
Henry J. Schroeder and Andrew J. Thornton Named Executive Vice Presidents
![Kennedy Investment Group Donates $4,000 to Mount Laurel Schools' Autism Program](https://cdn.nwe.io/files/x/20/be/2f0eab7f4996bc9663b0bc7e5704.jpg)
![Kennedy Investment Group Hosts Flag Day Ceremony and Monument Dedication in Honor of Area Veterans](https://cdn.nwe.io/files/x/2e/82/4c5df73e558a2e4e53c4e736e608.jpg)
![Potomac Financial Group Announces the Launch of Freedom7](https://cdn.nwe.io/files/x/f9/7a/b09656df42d5008edd5b86d0a1b5.jpg)
Innovative process is designed to help simplify and maximize the financial planning & wealth management processes
![CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor](https://cdn.nwe.io/files/x/b0/95/21666f07999a7f894024a2bfc94f.jpg)
Recognition follows recent launch of the practice's CSsports division
![CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year](https://cdn.nwe.io/files/x/f5/39/4eb5222cb4883fb63c23cd9e3e22.jpg)