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. …

Adam Oerther, Certified Financial Planner™

                B&C Financial Advisors would like to congratulate Investment Manager Adam Oerther on becoming a Certified Financial Planner™. Adam had been working towards this goal for over two years and now is the third person in our office to achieve the accomplishment. The CFP® certification is recognized as …

Join Thomas Ellis and B&C Financial Advisors for a Day of Golf

Thomas Ellis is an Accredited Wealth Management Advisor (AMWA®) at B&C Financial Advisors. With 19 years of experience in the investment industry, Thomas is passionate about helping his clients achieve financial well-being and works hard to make sure his clients receive the personalized attention they deserve. As a longtime golfer and founding member of Atlantic …