Jessica Schmidt, Assistant Investment Manager
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…
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…
Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options…
B&C Financial Advisors is committed to assisting our clients in all aspects of their financial lives. One important aspect of this planning is estate planning….
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…
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….
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…
One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of…
It’s never too early to learn about fiscal responsibility – and while that may not be a part of a normal high school curriculum, Middleburg…
One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there…
On Sunday, October 2nd, B&C’s Jacque Bos and Sean Guldi enjoyed a day of delicious food and wine – all for a good cause. St….
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have…
Thomas Ellis, B&C’s Wealth Advisor, has been a Jacksonville Beach resident since 1994. While he loves living in Jacksonville, he also calls Panama home, a…
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