B&C Welcomes a New Partner – Adam Oerther
B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been…
B&C at News4JAX’s Wise Money Week
On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events…
B&C Team Building
As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year…
Finding Your Niche
On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent…
B&C Partnership Announcement
B&C Financial Advisors has announced the addition of two new shareholders, Thomas Ellis, Executive Vice President, and Sean Guldi, Chief Investment Officer, effective 2018. Ellis…
B&C TopGolf Event
This past November, B&C employees and significant others gathered together at TopGolf Jacksonville to celebrate another great year of serving our clients’ financial needs. A…
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…
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….
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…
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…
Adam Oerther, Certified Financial Planner™
B&C Financial Advisors would like to congratulate Investment Manager Adam Oerther on becoming a Certified Financial Planner™. Adam has been working towards this goal for…
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