Category: Employee Spotlight
Apr
21
BNA Wealth Named to USA TODAY’s Best Financial Advisory Firms List
We’re proud to share that BNA Wealth has been named to the 2026 USA TODAY Best Financial Advisory Firms list. This national recognition, developed in partnership with Statista, highlights top advisory firms across the country based on client and peer recommendations, as well as sustained growth in assets under management. The ranking is based on […]
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Apr
01
Adam Ackerman Recognized in FSU’s Seminole 100
We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named a 2026 honoree of Florida State University’s prestigious Seminole 100. The Seminole 100 recognizes the fastest-growing businesses owned or led by FSU alumni, highlighting companies that demonstrate exceptional growth, leadership, and entrepreneurial success. This award hits differently. If you would […]
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Sep
10
Meet Joe Zarzycki: BNA Institutional Wealth Managing Director
Professional Background Joe Zarzycki, CIMA®, joined the BNA Wealth team on June 2, 2025, bringing with him over 25 years of experience in institutional retirement plan consulting and investment management. Prior to BNA Wealth, Joe served as an Institutional Trust Officer with First Citizens Bank. Throughout his career, he has worked closely with corporations, nonprofits, […]
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Sep
01
Adam Ackerman Named to Forbes Best-In-State Next-Gen Wealth Advisors List (2025)
We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named to the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors (2025) list. The wealth management industry is undergoing a generational shift, with the average advisor age around 56 and a significant portion of professionals expected to retire within the next decade. […]
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Aug
14
From Campus to Career: How BNA’s Scholar Program Launches Future CPAs
At BNA CPAs & Advisors, our partnership with Winthrop University’s College of Business and Technology opens the door for students to gain real-world accounting experience while advancing their career goals. Each semester, we welcome bright, driven students to work alongside our team, build their skills, and take meaningful steps toward becoming future CPAs. About […]
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Jul
10
Meet Adam Ackerman: President of BNA Wealth
We’re excited to introduce Adam Ackerman, CFP®, President of BNA Wealth and a Certified Financial Planner (CFP®). Adam has been an integral part of BNA since he joined the firm in 2016, bringing expertise in financial planning and a passion for building lasting client relationships. Professional Background Adam earned his bachelor’s degree in Marketing from […]
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Feb
25
Meet Gavin Gochnour: BNA Wealth Advisor
Professional Background Gavin Gochnour, CFP® joined the BNA Wealth team in 2024, bringing with him extensive experience in financial planning and investment management. Before joining BNA Wealth, he worked as a Financial Advisor at Vanguard, where he helped clients navigate complex financial decisions and develop long-term investment strategies. In January 2024, he transitioned to BNA […]
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Feb
23
Meet Daniel Hudspeth: BNA Wealth Advisor
Meet Daniel Hudspeth: BNA Wealth Advisor We are thrilled to introduce Daniel Hudspeth, CFP®, as the newest member of the BNA Wealth team. Daniel brings a strong background in wealth management and personalized financial planning, aligning perfectly with BNA’s mission of delivering high-quality financial guidance. Professional Background Daniel began his financial career at McShane Partners, […]
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Jan
31
Meet Trey Schnippel, BNA COO
Meet Trey Schnippel: BNA’s New Chief Operating Officer BNA is thrilled to welcome Trey Schnippel, BNA COO, to our leadership team! Trey brings a wealth of experience, a passion for fostering growth, and a fresh perspective to our team. His journey to BNA is one of dedication and purpose, and we are excited to introduce […]
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Jan
31
BNA Team Outing at The Foodie School
A Culinary Kickoff to Tax Season The 2025 tax season is officially underway, and our BNA team kicked it off in style with a fun and flavorful outing to The Foodie School in Fort Mill, SC. Known for its unique, hands-on cooking experiences, The Foodie School offered us the perfect opportunity to step out of […]
