Ponte Vedra Beach-based B&C Financial Advisors has announced the addition of two new shareholders, Executive Vice President Thomas Ellis and Chief Investment Officer Sean Guldi, effective January 2018.
Ellis has been with B&C Financial Advisors since 2009 and has spent more than 20 years in the financial industry. Holding a bachelor’s degree in business administration from the University of North Florida, he previously served as vice president at Bank of America in the Global Wealth Investment Management division and is an Accredited Wealth Management Advisor (AWMA). A Jacksonville Beach resident since 1994, Ellis is a member of both the Panama Canal Society and the Benevolent and Protective Order of the Elks. He is a husband and father of two.
Guldi has been a member of the firm since 2013 after graduating from the University of Florida with his Bachelor of Science in business administration with a concentration in finance. He is a Certified Financial Planner, and his primary focus at B&C Financial Advisors is the daily management of client portfolios. In addition to investment management, he works with clients on several aspects of financial planning including education and retirement planning. Guldi is a board member of the Financial Planning Association (FPA) Northeast Florida Chapter and of Teacher’s Aid for Student Knowledge (TASK) in St. Johns County, as well as a deacon at Coquina Community Church in St. Augustine. He and his wife have one daughter, Maisie.
Since 1995, B&C Financial Advisors has been a group of hands-on managers of assets for individuals, corporations and trusts. B&C is a fee-only firm that does not accept any fees or compensation based on product sales, instead constructing portfolios of both stocks and bonds that work in the best interest of clients. B&C also provides consultation for financial, estate and retirement planning and has the expertise of three Certified Financial Planners (CFPs) on staff. Learn more at www.bandcfinancial.com or call (904) 273-9850.
