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CrossleyShear Wealth Management’s Evan Shear and Dale Crossley Named to Forbes’ 2021 List of Top Wealth Advisors
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CrossleyShear Wealth Management’s Evan Shear and Dale Crossley Named to Forbes’ 2021 List of Top Wealth Advisors

February 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
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Jack W. Kennedy III of Kennedy Investment Group Named to Forbes’ List of Best-in-State Wealth Advisors for the 2nd Consecutive Year

February 23, 2021
PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year
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PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year

February 5, 2021
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth
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Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth

January 13, 2021
PPT Solutions Announces Sarah Quinn as Vice President of Enterprise Solutions
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PPT Solutions Announces Sarah Quinn as Vice President of Enterprise Solutions

December 17, 2020
From Supervisors to CEOs, Casey Kostecka’s ‘7-T Success System’ Develops High-Performing Leaders
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From Supervisors to CEOs, Casey Kostecka’s ‘7-T Success System’ Develops High-Performing Leaders

December 15, 2020
Chris Napier Introduced as PPT Solutions’ Vice President of Enterprise Solutions
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Chris Napier Introduced as PPT Solutions’ Vice President of Enterprise Solutions

December 14, 2020
Muse Marketing + Creative Announces Launch of MMC Advisor Solutions
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Muse Marketing + Creative Announces Launch of MMC Advisor Solutions

December 9, 2020
Jack W. Kennedy III Named Member of Raymond James’ 2021 Chairman’s Council for 8th Consecutive Year
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Jack W. Kennedy III Named Member of Raymond James’ 2021 Chairman’s Council for 8th Consecutive Year

November 10, 2020
W. Dale Crossley Named Member of Raymond James’ 2021 Chairman’s Council for 2nd Consecutive Year
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W. Dale Crossley Named Member of Raymond James’ 2021 Chairman’s Council for 2nd Consecutive Year

October 29, 2020
CrossleyShear Wealth Management’s Shaun Jones Promoted to Financial Advisor
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CrossleyShear Wealth Management’s Shaun Jones Promoted to Financial Advisor

September 16, 2020
CrossleyShear Wealth Management Announces the Launch of Voyage
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CrossleyShear Wealth Management Announces the Launch of Voyage

August 18, 2020
Potomac Financial Group’s Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
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Potomac Financial Group’s Todd Wike Recognized as an NFL Players Association Registered Financial Advisor

June 24, 2020
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team
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Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team

June 16, 2020
Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools’ Board of Education
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Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools’ Board of Education

March 5, 2020
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