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 designed 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®

Founding Partner, CEO & Wealth Management Advisor

Jason C. Biance, CFP®

Founding Partner, CIO & Wealth Management Advisor

OUR ADVISORS

Carlton W. Murrey, MBA

VP of Wealth Management & Wealth Management Advisor

Jonathan Joles, CEP®

VP of Wealth Management & Wealth Management Advisor

Renée G. Harris

Wealth Management Advisor

Thomas Connelly

Wealth Management Advisor

Amelia Shechet

Wealth Management Advisor

Annie Carr

Wealth Management Advisor

CLIENT SERVICE

Ryan Poticny

Client Service Manager

Brandon Hollywood

Client Service Manager

Bradley Clark

Western North Carolina Branch Manager

Noelle Felkel

Western North Carolina Client Service Manager

Shelby Blount

Sebring Branch Manager

Rebecca Carmona

Sebring Client Service Manager

Christopher Ratzel

Greer Branch Manager

Colton Pooler

Jacksonville Branch Manager

Summer Joles

Health Insurance Professional

OPERATIONS

Sarah M. Dupree

VP of Operations & Wealth Management Advisor

Megan Briscoe

VP of Marketing

Ron Harris, FPQP®

Processing Specialist

Victoria Norman

Processing Specialist