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, CEO & Wealth Management Advisor

Jason C. Biance, CFP®

Co-founder, CIO & Wealth Management Advisor

OUR ADVISORS

Carlton W. Murrey, MBA

VP of Wealth Management & Wealth Management Advisor

Jonathan Joles, CEP®

Wealth Management Advisor

Cody Emerson

Wealth Management Advisor

Florida

Renée G. Harris

Wealth Management Advisor

Thomas Connelly

Wealth Management Advisor

CLIENT SERVICE

Becky Poverud

Vice President of Client Service

Ron Harris

New Business Specialist

Annie Carr

Insurance Professional

Bradley Clark

Asheville Branch Manager

Shelby Blount

Sebring Branch Manager

Florida

Amelia Shechet

Hendersonville Branch Manager

Meredith Shannon

Greer Branch Manager

Sarah M. Dupree

Vice President of Operations