About Our Firm

Our family serving your family.

J. Biance Financial

Providing investment advice is not a sales process; it is a construction project. Through our Retirement Design System™, we construct plans that are built to last. This sort of project takes a team of professionals who have diverse skill sets and a desire for excellence.

Justin M. Biance, CEP®

Co-founder, Managing Partner & Wealth Management Advisor

FL, NC and SC

Jason C. Biance, CFP®

Co-founder, CIO & Wealth Management Advisor

Florida

OUR ADVISORS

Carlton W. Murrey, MBA

VP of Wealth Management & Wealth Management Advisor

North Carolina

Jonathan Joles, CEP®

Wealth Management Advisor

Florida

Cody Emerson

Wealth Management Advisor

South Carolina

Renée G. Harris

Wealth Management Advisor

South Carolina

Thomas Connelly

Wealth Management Advisor

North Carolina & South Carolina

CLIENT SERVICE

Annie Carr

Insurance Professional

Florida

Sarah M. Dupree

Vice President of Operations

North Carolina

Becky Poverud

Processing Specialist

Florida

Ron Harris

Planning Systems Specialist

South Carolina

Bradley Clark

WNC Branch Manager

North Carolina

Shelby Blount

Sebring Branch Manager

Florida