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.
Staci Bennett, CRPC®
LEAD WEALTH ADVISOR
Staci has been in the Financial Industry for 23 years. She provides knowledgeable advice and guidance and empathetic, caring service to her clients by striving to create an atmosphere in which clients feel at ease, comfortable and embraced.
Staci spent the majority of her career advising Financial Advisors all over the Southeast Region of the United States to help them make decisions about the investments in their clients’ portfolios pertaining to income for life strategies, cash and investment strategies, wealth transfer, & long-term care.
After many years of being on the road, Staci decided to settle down on St. Simons Island with her family and begin working directly with clients so she could make the impact on their lives they desire and deserve.
Staci began her career in the financial industry with J.C. Bradford in Nashville, TN in 1998 where she first learned the value of taking care of clients in a sincere, genuine, authentic way. Her career then lead her to companies such as John Hancock, Lincoln Financial, Merrill Lynch and Global Atlantic (a Goldman Sachs company) where she continued to gain the experience and knowledge necessary to implement successful financial strategies for her clients.
Staci grew up in Savannah, GA and graduated from the University of Georgia Terry College of Business in 1997. She volunteers regularly in her community serving on the Boards for the Humane Society, CASA, and Operation BedSpread. She also volunteers for Habitat for Humanity having served recently on The Hunt Ball planning committee. Staci enjoys spending time on the beach and out on the water with her husband, Chris, young son, Corbin, and three lucky dogs.
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. Below are links to such disclosures:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/
Joseph A. Donovan, JD, LL.M.
LEAD WEALTH ADVISOR
Bay Financial Associates Network
Joe is the Managing Principal at Bay Financial Associates, LLC. He has spent his career implementing wealth transfer, charitable, and business succession planning strategies for high-net-worth and ultra-high-net-worth families.
He is a graduate of Boston College, received his JD from Case Western University Law School and his LL.M (Masters of Tax Laws) from Boston University School of Law with studies at New York University School of Law. Joe’s experience includes practicing with a Big Four accounting firm, a law firm, and managing a legal team at a major insurance company.
Joe is a member of the American Bar Association’s trust and estate section and a member of the Boston Estate Planning Council. He is also a former board member and past chairman of the Italian Home for Children’s Planned Giving Committee and once served as an incorporator for the Rowell Foster Children Fund, Inc.
Joe is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
John J. McCarthy, III
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
Jack is the Chief Investment Officer of Bay Financial where he oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high-net-worth individuals, foundations, and endowments by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented to help accumulate, protect and transfer wealth.
Jack is a second-generation financial advisor with over thirty-five years of experience and he is a graduate of Babson College and is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered Life Underwriter (CLU®) professional designation.
Jack is a registered representative with LPL Financial, and is one of the LPL Registered Principals with Bay Financial Associates, LLC. Jack serves on the boards of two non-profit organizations and helps organize an annual charity golf tournament.
John S. Kerr, CLU®, ChFC®
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
John is a principal of Bay Financial Associates LLC. He draws on more than 30 years of practical insurance and investment-related experience.
John is a Registered Principal with LPL Financial and is one of a small number of individuals qualified as a Licensed Insurance Advisor in the Commonwealth of Massachusetts and has served as an expert witness in insurance-related disputes.
He is a Trustee of Wilkes University where he serves on the Endowment and Finance Committees.
John is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Thomas P. Loonie
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
As Director of Financial Planning at Bay Financial, Tom provides financial plan analysis for clients. He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon graduation, he went to work for Arthur Andersen.
After earning his Certified Public Accountant License, he joined Fidelity Investments. During that time, he also attended Bentley College, earning a Masters in Financial Planning. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Public Accountants, and the Financial Planning Association.
He is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Bennett Financial Partners is a separate entity from Bay Financial Associates and LPL Financial.
We Support
Staci Bennett, CRPC®
LEAD WEALTH ADVISOR
Staci has been in the Financial Industry for 23 years. She provides knowledgeable advice and guidance and empathetic, caring service to her clients by striving to create an atmosphere in which clients feel at ease, comfortable and embraced.
Staci spent the majority of her career advising Financial Advisors all over the Southeast Region of the United States to help them make decisions about the investments in their clients’ portfolios pertaining to income for life strategies, cash and investment strategies, wealth transfer, & long-term care.
After many years of being on the road, Staci decided to settle down on St. Simons Island with her family and begin working directly with clients so she could make the impact on their lives they desire and deserve.
Staci began her career in the financial industry with J.C. Bradford in Nashville, TN in 1998 where she first learned the value of taking care of clients in a sincere, genuine, authentic way. Her career then lead her to companies such as John Hancock, Lincoln Financial, Merrill Lynch and Global Atlantic (a Goldman Sachs company) where she continued to gain the experience and knowledge necessary to implement successful financial strategies for her clients.
Staci grew up in Savannah, GA and graduated from the University of Georgia Terry College of Business in 1997. She volunteers regularly in her community serving on the Boards for the Humane Society, CASA, and Operation BedSpread. She also volunteers for Habitat for Humanity having served recently on The Hunt Ball planning committee. Staci enjoys spending time on the beach and out on the water with her husband, Chris, young son, Corbin, and three lucky dogs.
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. Below are links to such disclosures:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/
Joseph A. Donovan, JD, LL.M.
LEAD WEALTH ADVISOR
Bay Financial Associates Network
Joe is the Managing Principal at Bay Financial Associates, LLC. He has spent his career implementing wealth transfer, charitable, and business succession planning strategies for high-net-worth and ultra-high-net-worth families.
He is a graduate of Boston College, received his JD from Case Western University Law School and his LL.M (Masters of Tax Laws) from Boston University School of Law with studies at New York University School of Law. Joe’s experience includes practicing with a Big Four accounting firm, a law firm, and managing a legal team at a major insurance company.
Joe is a member of the American Bar Association’s trust and estate section and a member of the Boston Estate Planning Council. He is also a former board member and past chairman of the Italian Home for Children’s Planned Giving Committee and once served as an incorporator for the Rowell Foster Children Fund, Inc.
Joe is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
John J. McCarthy, III
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
Jack is the Chief Investment Officer of Bay Financial where he oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high-net-worth individuals, foundations, and endowments by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented to help accumulate, protect and transfer wealth.
Jack is a second-generation financial advisor with over thirty-five years of experience and he is a graduate of Babson College and is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered Life Underwriter (CLU®) professional designation.
Jack is a registered representative with LPL Financial, and is one of the LPL Registered Principals with Bay Financial Associates, LLC. Jack serves on the boards of two non-profit organizations and helps organize an annual charity golf tournament.
John S. Kerr, CLU®, ChFC®
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
John is a principal of Bay Financial Associates LLC. He draws on more than 30 years of practical insurance and investment-related experience.
John is a Registered Principal with LPL Financial and is one of a small number of individuals qualified as a Licensed Insurance Advisor in the Commonwealth of Massachusetts and has served as an expert witness in insurance-related disputes.
He is a Trustee of Wilkes University where he serves on the Endowment and Finance Committees.
John is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Thomas P. Loonie
PARTNER / SENIOR ADVISOR
Bay Financial Associates Network
As Director of Financial Planning at Bay Financial, Tom provides financial plan analysis for clients. He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon graduation, he went to work for Arthur Andersen.
After earning his Certified Public Accountant License, he joined Fidelity Investments. During that time, he also attended Bentley College, earning a Masters in Financial Planning. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Public Accountants, and the Financial Planning Association.
He is a registered investment advisor offering services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Bennett Financial Partners is a separate entity from Bay Financial Associates and LPL Financial.
We Support