Category: Uncategorized

PGA Presentation

July 18th, 2017 by B&C Financial Advisors

This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO Allan Cohen, Wealth Manager Thomas Ellis and Investment Manager Adam Oerther spoke to 35 local golf professionals about the importance of “Choosing Your Financial Caddy.” After covering the basics of […]

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 […]

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 […]

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 […]

Please join us in welcoming Adam Howard to the B&C Financial Advisors team! Adam has spent over four years in the financial industry working for large financial services firms. Prior to B&C, Adam worked at Fidelity Investments on their trade desk and most recently as a financial advisor at Bank of America/Merrill Lynch. Adam believes […]