B&C Partnership Announcement
June 20th, 2018 by B&C Financial Advisors
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 Global Wealth Investment Management division. He has a B.S. in Business Administration from the University of North Florida and is an Accredited Wealth Management Advisor℠ (AWMA®).
Ellis has been a Jacksonville Beach resident since 1994 and is a husband and father of two. In his spare time, he loves to play golf, spend time with his family and participate with the Panama Canal Society. He is also a member of the Benevolent and Protective Order of the Elks.
Guldi has been a member of the firm since 2013 after graduating from the University of Florida with his Bachelor of Science in Business Administration with a concentration in Finance. He is a Certified Financial Planner® and will serve as the firm’s Chief Investment Officer. His primary focus at B&C Financial Advisors is the daily management of client portfolios. In addition to investment management, he works with clients on several aspects of financial planning including education and retirement planning.
He and his wife have one daughter, Maisie. Guldi is a board member of the Financial Planning Association (FPA) Northeast Florida Chapter and of Teacher’s Aid for Student Knowledge (TASK) in St. John’s County, as well as a deacon at Coquina Community Church.
Since 1995, B&C Financial Advisors have been hands-on managers of assets for individuals, corporations and trusts. B&C is a fee-only firm that does not accept any fees or compensation based on product sales, instead constructing portfolios of both stocks and bonds that work in the best interest of clients. B&C also provides consultation for financial, estate and retirement planning and has the expertise of three Certified Financial Planners™ (CFP®s) on staff. Learn more at www.bandcfinancial.com or call (904) 273-9850.