Category: News

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. […]

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 […]

This March, B&C Financial Advisors celebrated its 21st anniversary with a delicious Italian lunch from Poppy’s Italiano and dessert from Flippin’ Good Cookies. It was a great chance to gather together and reflect on the past 21 years. After working in the financial industry for several years, Jan Butensky and Allan Cohen saw a better way to take […]

JU Global Citizen Award

April 6th, 2016 by B&C Financial Advisors

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

April 6th, 2016 by B&C Financial Advisors

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 […]