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 …

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 …

B&C Welcomes Maisie Grace Guldi!

    April 13th, 2017 by B&C Financial Advisors             This January, the B&C family grew by one! Our Director of Investment Management, Sean Guldi, and his wife Mallory welcomed their daughter, Maisie Grace Guldi on January 28th. This is the couple’s first child, and they are enjoying each moment with …

Jessica Schmidt, Assistant Investment Manager

There is a new face in the Investment Department! Please join us in welcoming Jessica Schmidt as an Assistant Investment Manager. Jessica Schmidt joined the B&C Financial Advisors team after completing a finance internship with the firm. She is a recent graduate of Flagler College with a B.S. in Business and minors in Finance and …

Stephanie Lyman-Robinson, Client Relationship Manager

Please join us in welcoming Stephanie Lyman-Robinson to the B&C Financial Advisors team! Originally from New Jersey, Stephanie moved to Jacksonville over 25 years ago. Before Stephanie came to B&C, she worked in financial services for three years and held her 2-14 Life Insurance license. Stephanie is currently pursuing her BS in Health Administration at …

Adam Howard, Assistant Investment Manager

Please join us in welcoming Adam Howard to the B&C Financial Advisors team! Adam has spent over four years in the financial industry working for large financial services firms. Prior to B&C, Adam worked at Fidelity Investments on their trade desk and most recently as a financial advisor at Bank of America/Merrill Lynch. Adam believes …

Thomas Ellis’ Panama Roots

Thomas Ellis, B&C’s Wealth Advisor, has been a Jacksonville Beach resident since 1994. While he loves living in Jacksonville, he also calls Panama home, a country nearly 1,500 miles and half a continent away. Thomas grew up in the former Panama Canal Zone where his family owned a construction company and worked for the Panama …

Sean Guldi, Certified Financial Planner™

We would like to congratulate Sean Guldi, Director of Investment Management, on passing all of the requirements and examination necessary to officially become a Certified Financial Planner™ Professional. Sean has been working towards this goal since he joined the firm in 2013. He joins Allan Cohen, CFP® and Adam Oerther, CFP® as the firm’s third CFP® professional. …