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 and Managing Partner

FL, NC and SC

Sarah M. Dupree

Vice President of Operations

North Carolina

Jason C. Biance, CFP®

Co-founder and CIO

Florida

Annie Carr

Client Service Specialist

Florida

Carlton W. Murrey, MBA

Wealth Management Advisor

North Carolina

Bradley Clark

Branch Manager - Asheville

North Carolina

Renée G. Harris

Wealth Management Advisor

South Carolina

Thomas Connelly

Wealth Management Advisor

North Carolina and South Carolina

Jonathan Joles, CEP®

Wealth Management Advisor

Florida

Tammy Martin

Appointment Specialist

Florida

Ron Harris

Planning System Specialist

South Carolina

Becky Poverud

Processing Specialist

Florida