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 University Brunch with Basketball Legends

A morning spent eating a delicious brunch with six NBA legends – what could be better? B&C CEO Allan Cohen was able to enjoy this one-of-a-kind experience thanks to his alma mater, Jacksonville University. On Saturday, February 4th, Allan and a table full of friends and colleagues spent the morning on the JU campus listening …

24th Annual River Garden Gala

B&C Financial Advisors is proud to be a sponsor of the 24th Annual River Garden Gala. As a Circle of Friends level sponsor, B&C hosted guests at a table where they enjoyed delicious food and a night of “Pure Imagination.” The night included entertainment from Anita & the Party Life Band and an amazing silent …

Dreams Come True Golf Tournament

On Monday, November 7th, B&C sponsored the Riverwood Men’s Club Charity Golf Tournament benefiting Dreams Come True, a local nonprofit organization that grants once-in-a-lifetime experiences for children battling life-threatening illnesses. To date, Dreams Come True has fulfilled the wishes of over 3,000 children in Northeast Florida and Southeast Georgia. Wealth Advisor Thomas Ellis enjoyed playing …

The Winners of the 2016 Pro-Pro Invitational

Congratulations to Cary Splane of Marsh Creek Country Club and Gary Murfitt of Hyde Park Golf Club on winning the 2016 Pro-Pro Invitational held at Atlantic Beach Country Club! On Monday, March 28th, B&C Financial Advisors and Thomas Ellis, AMWA®, sponsored the 2016 Pro-Pro Invitational golf tournament at Atlantic Beach Country Club. Over 40 professional …

JU Global Citizen Award

This past February, Jacksonville University President Tim Cost honored filmmaker Ken Burns with the second annual Global Citizen Award. This award is presented to “an extraordinary, visionary leader whose impact is felt well beyond the bounds of their recognized responsibilities”. B&C Financial Advisors sponsored the event, and Allan & Kathy Cohen attended with B&C clients …

JU Order of the Dolphin

The Order of the Dolphin was started by Jacksonville University in 1976 to honor individuals and organizations who give $1,000+ to JU in a calendar year. These donors are celebrated for their commitment to further JU’s mission of providing students with a college education that prepares them for “life-long success in learning, achieving, leading and …

Leukemia & Lymphoma Society Honor

Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer Recognition and Mission Update. Held at Mayo Clinic, the night was an opportunity to honor volunteers and learn about new advances in treating blood cancers. Jacque has been involved with …

23rd Annual River Garden Gala

B&C Financial Advisors participated in a table sponsorship at the 23rd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 21. This year’s event, Meet Me in Havana, was an evening to remember with River Garden’s world renowned silent auction and featured entertainment, Chéz-zam. River Garden Foundation’s mission is to support the …

Beaches Fine Arts Series: Donal Fox

Thank you to our guests who attended last night’s Donal Fox concert, hosted by The Beaches Fine Arts Series (BFAS). We truly enjoyed the sweet sounds of Donal Fox thanks to BFAS! Please join us at future concerts as we continue to sponsor and celebrate the Beaches Fine Arts Series. Please email mollie@bancfinancial.com if you are interested in attending the next concert, Montrose …