Category: Financial News

Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors
Press Release Apr 20, 2022
Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors
Press Release Apr 12, 2022
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named Again to Forbes' List of Top Wealth Advisors
Press Release Apr 12, 2022
Potomac Financial Group's Todd Wike Named to Forbes' 2022 List of Top Wealth Advisors for Third Consecutive Year
Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council
Press Release Jan 18, 2022
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
Jack W. Kennedy III Named Member of Raymond James' 2022 Chairman's Council
Press Release Dec 14, 2021
Jack W. Kennedy III Named Member of Raymond James' 2022 Chairman's Council

Earns top achieving advisor honor for the 9th consecutive year.
Evan Shear Named Member of Raymond James' 2022 Chairman's Council
Press Release Nov 2, 2021
Evan Shear Named Member of Raymond James' 2022 Chairman's Council
Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion
Press Release Aug 31, 2021
Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion
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