Client for a Cause: Jess Sternthal | Eckerd Community Alternatives
According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in…
Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab
For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents…
Jacksonville University Brunch with Basketball Legends
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…
B&C Welcomes Maisie Grace Guldi!
April 13th, 2017 by B&C Financial Advisors This January, the B&C family grew by one! Our Director of Investment Management, Sean Guldi, and his wife Mallory…
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…
A Word from the Investment Department: Should I Own Company Stock?
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…
A Word from the Investment Department: The Importance of Estate Planning
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….
24th Annual River Garden Gala
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…
Stephanie Lyman-Robinson, Client Relationship Manager
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….
Dreams Come True Golf Tournament
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…
B&C Seminar
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…
Middleburg High School’s First Vystar Academy of Business and Entrepreneurship Reality Fair
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…
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