B&C at News4JAX’s Wise Money Week

On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events celebrating the importance of good money management and providing financial education designed to help us all become wiser about money.” Adam fielded questions from callers regarding a variety of personal …

B&C Welcomes Ryan Allan Glucksman!

We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are thrilled that their daughter Crista, her husband Rob, and their son Jacob have added another happy and healthy baby to their family. Al and his wife Kathy welcomed their fourth …

Forbes Names Allan Cohen One of Florida’s Top Advisors

Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’ Best-In-State Wealth Advisors list. Over 3,000 advisors across the country were chosen for this list out of almost 30,000 nominees. Forbes looks at a number of requirements to compile their …

B&C Team Building

As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year with a holiday dinner at Eleven South Bistro. Afterwards, we tested our problem-solving abilities as a group as we attempted to “escape the rooms” at Mind Benders Escape Rooms. We …

Finding Your Niche

On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent Registered Investment Advisors (RIAs) in the southeastern U.S. Adam was invited to speak on one of the panels at the conference, which focused on finding your niche as an advisory …

B&C Partnership Announcement

B&C Financial Advisors has announced the addition of two new shareholders, Thomas Ellis, Executive Vice President, and Sean Guldi, Chief Investment Officer, effective 2018. Ellis has been with B&C Financial Advisors since 2009 and has spent over 20 years in the financial industry. He previously served as vice president at Bank of America in the …

River Garden Gala

B&C President Jan Butensky and his wife Barbara attended the 25th Annual River Garden Gala held at the Sawgrass Mariott Golf Resort & Spa on November 18th. This “Shimmer & Stars” Silver Anniversary Gala aimed to raise awareness about River Garden Senior Services, its reputation as an outstanding elder care agency, and the special place …

Investing in Great Futures

by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls Clubs of Northeast Florida. At the event the guest speaker L.T. General William G. “Jerry” Boykin, the former commander of Delta Force and the Green Berets and the Executive VP …

Jacksonville’s Longest Table

by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious …

B&C TopGolf Event

This past November, B&C employees and significant others gathered together at TopGolf Jacksonville to celebrate another great year of serving our clients’ financial needs. A night of delicious food, camaraderie, and most importantly, golf, served as the perfect way to end a busy year. Investment Manager Adam Oerther walked away with the trophy for top …