A Day of Food, Wine & Charity
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….
Thomas Ellis’ Panama Roots
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…
Client for a Cause: Jean Francis & Mayo Clinic
B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen…
Sean Guldi, Certified Financial Planner™
We would like to congratulate Sean Guldi, Director of Investment Management, on passing all of the requirements and examinations necessary to officially become a CERTIFIED FINANCIAL…
A Night at the Theatre
Last Thursday, we took a break from our busy summer and headed to Alhambra Theatre & Dining to catch “Smokey Joe’s Cafe”! Over 80 of…
Clients for a Cause: Field of Dreams
Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It…
Jacksonville Suns Event
Nothing says spring like baseball, so on Friday, April 29th, B&C Financial Advisors headed downtown to watch the Jacksonville Suns take on the Mississippi Braves….
The Winners of the 2016 Pro-Pro Invitational
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…
B&C Financial Advisors Celebrates 21 Years
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…
JU Global Citizen Award
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…
JU Order of the Dolphin
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…
Leukemia & Lymphoma Society Honor
Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer…
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