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News

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PPT Solutions Announces Jolynn Antonacci as Vice President of Marketing
Branding

PPT Solutions Announces Jolynn Antonacci as Vice President of Marketing

Evan Shear Named Member of Raymond James’ 2022 Chairman’s Council
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Evan Shear Named Member of Raymond James’ 2022 Chairman’s Council

Kennedy Investment Group Named in Aspioneer Magazine’s Featured Asset and Wealth Management Companies Edition
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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
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CrossleyShear Wealth Management Named in Aspioneer Magazine’s Featured Asset and Wealth Management Companies Edition

Nick Sergio’s Banyan Wealth Named in Aspioneer Magazine’s Featured Asset and Wealth Management Companies Edition
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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
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Potomac Financial Group 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
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Raymond James’ Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion

PPT Solutions Recognized as One of America’s Fastest-Growing Companies for a Fourth Consecutive Year
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PPT Solutions Recognized as One of America’s Fastest-Growing Companies for a Fourth Consecutive Year

PPT Solutions Named a Great Place to Work for a Fourth Consecutive Year
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PPT Solutions Named a Great Place to Work for a Fourth Consecutive Year

Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management
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Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management

PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales
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PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales

Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions
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Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions

PPT Solutions Announces Promotion of Scott Prater to Senior Vice President of Technology Solutions
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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
Branding

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
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Potomac Financial Group’s Todd Wike Named to Forbes’ 2021 List of Top Wealth Advisors

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