Posts Tagged ‘BNA Wealth’
May
04
BNA Wealth Market Report: May 2026
Scott Vezzosi, CFP® Wealth Advisor Markets have rebounded from their March lows and are now positive for the year. Ongoing tensions involving Iran have dominated recent headlines, and we believe it is prudent to expect continued market volatility in the near term. What we’re watching: While the United States is a net exporter of oil […]
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Apr
21
BNA Wealth Ranked in the Top 100 of USA TODAY’s Best Financial Advisory Firms for 2026
We’re proud to share that BNA Wealth has been named to the 2026 USA TODAY Best Financial Advisory Firms list, ranking in the Top 100 out of 1,000 firms nationwide. We are especially proud to be the only York County–based firm included on this list. This national recognition, developed in partnership with Statista, highlights top […]
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Apr
03
BNA Wealth Market Report: April 2026
Daniel Hudspeth, CFP® │ Wealth Advisor Markets continue to navigate a mixed backdrop as we close out the quarter. Looking ahead, investor focus will likely remain on: The trajectory of inflation Signals from the Federal Reserve The overall pace of economic growth While volatility persists due to geopolitical factors and tighter financial conditions—the broader economic […]
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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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Dec
15
A Festive Evening with the BNA Team: Holiday Party 2025
The BNA team wrapped up the year in style with our annual 2025 Holiday Party, held on December 12 at our office in Riverwalk. The evening was a wonderful opportunity for team members, clients, and partners to gather, celebrate the season, and reflect on another successful year. Celebrating the Season Together Our annual holiday celebration […]
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Nov
03
BNA Wealth Market Report: October 2025
Gavin Gochnour, CFP® │ Wealth Advisor Market Summary October brought a mix of encouraging economic data, cautious optimism from the Federal Reserve, and the return of some familiar headlines from Washington. Despite the noise, markets continued to show resilience and steady performance throughout the month. S&P500: +2.27% NASDAQ: +4.7% Dow Jones: +2.51% The Fed’s October […]
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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
04
BNA Wealth Market Report: July 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth The Federal Reserve made it clear that rate cuts are not part of its summer vacation plans. Here’s your lighthearted, yet informed breakdown of what happened and what’s next. Markets stayed in rally mode through July, except the Dow Jones, which apparently decided to take a summer vacation. […]
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Jul
23
BNA Wealth Market Report: June 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need to know: Markets Reached New Highs […]
