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Press Releases from Banyan Rock & Talent (9 total)

Raleigh Wealth Strategist to Chair Meals on Wheels Audit Committee

RALEIGH, N.C. (September 1, 2011) — W. Landon Watts, wealth strategist for Raleigh-based Banyan Rock & Talent (, has been elected chair of the Audit Committee for the Meals on Wheels of Wake County ( board of directors. He will serve a two-year term and help oversee the financial reporting and disclosure process for the organization. “The expertise and energy that Landon brings to the Meals on Wheels board is immeasurable,”

Solo 401(k) May Benefit Entrepreneurs

RALEIGH, N.C. (May 24, 2011) ― As many Americans have lost their jobs during the recent turbulent economic times, some are looking to start their own business as a way of getting back on track. The roadblock facing them is that securing a bank loan has become extremely difficult. W. Landon Watts (, wealth strategist for Raleigh-based Banyan Rock & Talent, believes that the solo 401(k) may benefit individuals looking

Raleigh Wealth Strategist Named Co-Chair of Meals on Wheels Fundraiser

Landon Watts to Lead Organization’s Signature Fat Tuesday Benefit RALEIGH, N.C. (July 28, 2009)—W. Landon Watts, wealth strategist for Banyan Rock & Talent ( has been selected as co-chair of Meals on Wheels of Wake County’s Fat Tuesday benefit celebration. Watts will work closely with the fundraising committee in securing new partnerships for the event, as well as private contributions. Watts has been a Meals on Wheels volunteer since

Tax Tips for IRA Contributions

RALEIGH, N.C. (April 10, 2009) —With the deadline for filing 2008 taxes nearing, W. Landon Watts (, wealth strategist for Banyan Rock and Talent, advises that now is an advantageous time for individuals to make contributions to their individual retirement accounts. If a contribution is made before April 15, 2009, it may be used to lower taxable income for the 2008 fiscal year. Watts reminds individuals that the IRA

Gift Giving can Help Family and Friends Now, Save on Taxes Later

Ensuring Financial Stability of Future Generations RALEIGH, N.C. (March 10, 2009) - Preserving multigenerational wealth for loved ones is a common goal among most Americans, but recent economic turmoil has people concerned about how best to make this happen. Dale Merritt, wealth strategist for Banyan Rock & Talent, a Raleigh-based insurance and financial service provider, believes that seniors exercising tax-free gift giving can improve the entire family's financial stability while reducing

Retirees Catch a Break from Congress

Required Minimum Distribution Suspended for 2009 RALEIGH, N.C. (February 8, 2009) - Many Americans have seen their retirement accounts decimated as a result of volatile financial markets. Dale Merritt (, wealth strategist for Banyan Rock & Talent, a Raleigh-based provider of insurance and financial services, announces recent law changes designed to help relieve this financial burden on seniors. IRS regulations require holders of retirement accounts to withdraw a minimum amount

Local Wealth Strategist Named to Meals on Wheels Board of Directors

Landon Watts Has Volunteered with Organization Since 1997 RALEIGH, N.C. (July 30, 2008) – W. Landon Watts, a financial strategist for Raleigh-based Banyan Rock & Talent, has been named to the board of directors of Meals on Wheels. Watts has volunteered with the organization’s Raleigh office since 1997. “I’m honored to be selected to the Meals on Wheels board of trustees,” said Watts. “As a kid, I used to help

Local Wealth Strategist Leads Community Partnerships, Inc.

Brant Spesshardt Elected as Board Chair for Second Term RALEIGH, N.C. (July 28, 2008) — Brant Spesshardt, CFP®, a Raleigh-based Certified Financial Planner™ with Banyan Rock & Talent, has been elected to a second term as board chair of Community Partnerships, Inc. (CPI). He joined the CPI board of directors in 2002. “Brant’s commitment to the CPI mission has been unwavering during his six years on the board,”

Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited

Michael Sterling to Head Wetland Conservation Efforts RALEIGH, N.C. (March 25, 2008)— Raleigh financial advisor and business owner Michael J. Sterling of Banyan Rock and Talent, has been named co-chair of the Cary Chapter of North Carolina Ducks Unlimited (NCDU). NCDU is a volunteer-driven, membership-based organization whose sole purpose is to raise funds to protect, enhance and maintain wetland habitat in North Carolina and across North America. In this position, Sterling, along

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