We help you plan, manage and preserve your wealth.

Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation.

We bring to our clients skilled investment management and investment advisory services. We employ an asset allocation process that synthesizes information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at an investment allocation customized to your circumstances. We offer guidance on investment alternatives and can help implement and administer your overall investment portfolio.

Financial partners you can depend on.

With decades of financial industry experience, our professionals at Bennett Financial Partners have access to resouces provided by Bay Financial Associates that provides experienced insight and valuable advice for a lifetime.

Learn more about Bennett Financial Partners by contacting us today to get started.

Get started today!

Staci Bennett, CRPC™, CFP®

CERTIFIED FINANCIAL PLANNER™
PRIVATE WEALTH ADVISOR | FOUNDER, BENNETT FINANCIAL PARTNERS

Embark on a transformative financial journey with Staci Bennett, CRPC™, CFP®—a seasoned Certified Financial Planner and Chartered Retirement Planning Counselor™ with over 26 years of industry expertise. As you navigate the pivotal decision of selecting a financial advisor, Staci’s distinguished career path, from renowned institutions like J.C. Bradford and Merrill Lynch to her current role, reflects a commitment to excellence and genuine client care.

At the heart of Staci’s approach is a sincere dedication to creating a tailored financial roadmap that aligns seamlessly with your unique goals. Specializing in areas such as income for life strategies, cash and investment strategies, wealth transfer, and long-term care planning, Staci ensures a comprehensive and insightful financial planning experience.

Choosing Staci as your financial advisor not only grants you access to her extensive knowledge but also introduces you to a personalized and empathetic service. Her decision to settle on St. Simons Island demonstrates a deliberate shift to directly impact the lives of clients, fostering an atmosphere where you can feel at ease, comfortable, and truly embraced.

Beyond her professional accomplishments, Staci’s community engagement is a testament to her commitment to making a positive impact. Serving on the Boards for the Humane Society, CASA, and Operation BedSpread, as well as volunteering with Habitat for Humanity, Staci weaves her dedication to community service seamlessly into her financial expertise.

Staci’s roots in Savannah, GA, and her academic background from the University of Georgia Terry College of Business contribute to a wealth of local and industry insights. This unique blend of professional acumen and genuine community involvement sets Staci apart as a financial advisor who not only understands the intricacies of your financial landscape but also possesses a sincere passion for your broader well-being.

Discover the benefits of a partnership with Staci Bennett—where credentials meet compassion, and financial guidance transforms into a journey of empowerment and fulfillment. Your financial future awaits, and Staci is here to guide you every step of the way.

Staci Bennett offers securities and investment advisory services through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. As registered representative and investment advisor representative, Staci Bennett is required to disclose certain regulatory and legal actions through FINRA’s WebCRD and the SEC’s IAPD. Links to disclosures:[http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx] [http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/]

Bennett Financial Partners maintains a professional relationship with Bay Financial Associates and LPL Financial, recognizing that Bennett Financial Partners is a separate entity from Bay Financial Associates and LPL Financial.

Bennett Financial Partners

Joseph A. Donovan, JD, LL.M.

Joseph Donovan serves as the Managing Principal at Bay Financial Associates, a key component of the collaborative team at Bennett Financial Partners. In his role, Joe plays a pivotal part in supporting advisors dedicated to crafting specialized wealth management plans for families and businesses.

More about Joseph

John S. Kerr, CLU®, ChFC®

John previously served as the firm’s Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the Northeast. He continues to assist and mentor financial professionals and staff across the company.

More about John

John J. McCarthy, III, CLU®, CFP®

As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented to work towards accumulating, preserving and transferring wealth.

More about Jack

Thomas P. Loonie

Tom Loonie specializes in providing Financial Planning Analysis and Wealth Management strategies to clients from all walks of life.

More about Thomas

Tess McCarthy

Tess McCarthy specializes in providing Financial Advisor and Client Support.

Financial Planning
+ Wealth Advisory

Serving the affluent in Georgia, Florida, South Carolina and nationwide.

St. Simons Island, Sea Island, Jekyll Island, Brunswick, Charleston, Savannah, Jacksonville

Embark on a financial journey with Bennett Financial Partners, led by Staci Bennett, a Certified Financial Planner™ from St. Simons Island, Georgia. Staci’s unwavering commitment is to provide knowledgeable advice and empathetic, caring service to clients, creating an atmosphere where you feel at ease, comfortable, and embraced.

With a wealth of experience advising Financial Advisors across the Southeast Region, Staci specializes in guiding decisions on income-for-life strategies, wealth transfer, and long-term care. Having settled down in St. Simons Island, Staci is now dedicated to working directly with clients, making a meaningful impact on their financial lives.

Staci’s financial career began in 1998 with J.C. Bradford in Nashville, TN, instilling the values of sincere, genuine, and authentic client care. Her journey led her through prominent firms like John Hancock, Lincoln Financial, and Merrill Lynch, accumulating the expertise necessary for implementing successful financial strategies.

A graduate of the University of Georgia’s Terry College of Business and deeply rooted in Savannah, GA, Staci actively contributes to her community by serving on the Boards for the Humane Society, CASA, and Operation BedSpread. Enjoying the serene beaches of St. Simons Island with family and friends, Staci embodies the essence of financial planning that goes beyond numbers.

Discover the breadth of our wealth advisors led by Staci Bennett, your go-to CERTIFIED FINANCIAL PLANNER™ for comprehensive financial solutions at Bennett Financial Partners. Our team specialize in accredited investor and high-net worth strategies, executive benefit planning, business planning, retirement planning, family planning, and divorce planning.

Staci Bennett, CRPC®, CFP® – Your Private Wealth Advisor and Founder of Bennett Financial Partners, is ready and happy to assist you. Take the first step and call now at (912) 289-1177.

Securities offered through LPL Financial, Member FINRA / SIPC.
Check the background of your financial professional on FINRA’s BrokerCheck.

We proudly and actively serve and support impactful local philanthropic organizations dedicated to the betterment of our youth and shelter animals.

About Bennett Financial Partners

ABOUT BENNETT FINANCIAL PARTNERS

We help you plan, manage and preserve your wealth.

Financial partners you can depend on.

Staci Bennett, CRPC™, CFP®