B&C Financial Advisors Employee Directory

Investment ManagementFlorida, United States11-50 Employees

We are B&C Financial Advisors, a registered investment advisory firm, managing assets for individuals, corporations, and trusts. Our portfolio managers have over 75 years of combined experience in the financial industry. Our firm constructs portfolios consisting of both stocks and bonds with an emphasis on preservation of capital, as well as providing consultations for financial and estate planning. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come. We welcome the opportunity to work with you to accomplish your financial goals.

Find B&C Financial Advisors employees' phone numbers or email addresses

B&C Financial Advisors Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Africa
1

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  • South Africa
    1

B&C Financial Advisors's Leadership

  • Stylized image of a person
    S. G.
    Chief Investment Officer
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    A. C.
    President & Ceo
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    J. B.
    President
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    B. L.
    Senior Partner
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    A. O.
    Vice President/Wealth Advisor
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    T. E.
    Executive Vice President
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    A. M. J.
    Senior Managing Director
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    A. H.
    Managing Director
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Contact profiles from B&C Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    C. H.
    Client Service Manager/Marketing Coordinator
    Phone icon
    United StatesFlorida
    Oct 17, 2025
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    R. P.
    Client Relationship Manager
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    Aug 12, 2025
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    J. B.
    Assistant Investment Manager
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    Jun 13, 2024
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    J. B.
    Compliance Officer
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    United StatesFlorida
    Oct 21, 2025
  • Stylized image of a person
    C. H.
    Administrative Assistant
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    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    J. M. C.
    Investment Managerstockholder
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    Oct 16, 2024
  • Stylized image of a person
    K. A. K.
    Weath Advisor | Chartered Advisor In Philanthropy
    Phone icon
    United StatesFlorida
    Feb 18, 2025
  • Stylized image of a person
    N. B.
    Administrator/Short Term Insurance
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    South AfricaWestern Cape
    Oct 24, 2025

Frequently Asked Questions

What is B&C Financial Advisors known for?

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B&C Financial Advisors was founded in 1995 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore B&C Financial Advisors's company overview page for more information.

What is B&C Financial Advisors's most common email format?

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B&C Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more B&C Financial Advisors email formats with LeadIQ.

How many employees does B&C Financial Advisors have currently?

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B&C Financial Advisors has approximately 12 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are B&C Financial Advisors's key employees and leadership?

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As of December 2025, B&C Financial Advisors's key employees include:

  • Chief Investment Officer: S. G.
  • President & Ceo: A. C.
  • President: J. B.
  • Senior Partner: B. L.
  • Vice President/Wealth Advisor: A. O.

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