Category: Announcements

B&C Partnership Announcement

June 20th, 2018 by B&C Financial Advisors

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 […]

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 Maisie. Maisie Grace Guldi January 28, 2016 12:21 PM 8 lbs., 2 oz., 21.25 […]

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 […]

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 […]

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. […]