Our Team. Your Financial Partners.

Staci Bennett, CRPC™, CFP®

Staci Bennett, CRPC™, CFP®

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

Josh Johnson - Bennett Financial Partners

Josh Johnson

CLIENT RELATIONSHIP MANAGER
BENNETT FINANCIAL PARTNERS
ST. SIMONS ISLAND, GEORGIA

Bennett Financial Partners

Financial Planning & Wealth Management for High-Net-Worth Investors

Bennett Financial Partners delivers comprehensive wealth management and financial planning services tailored to accredited investors and ultra-high-net-worth individuals in Georgia, Florida, South Carolina, and across the United States.

Our Certified Financial Planners proudly serve the local markets of St. Simons Island, Sea Island, Jekyll Island, Brunswick, Richmond Hill, Charleston, Savannah, Jacksonville, Boston, and Miami.

Our expert advisors specialize in customized investment strategies, estate and wealth transfer planning, executive compensation solutions, business succession planning, and tax-efficient retirement planning. With a deep understanding of the complexities of significant wealth, we help our clients protect, grow, and seamlessly transition their assets for future generations.

Staci Bennett, CRPC™, CFP®

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.

We help you plan, manage and preserve your wealth.

Bennett Financial Partners

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.

Bennett Financial Partners

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.

Bennett Financial Partners
Bay Financial Associates
Josh Johnson - Bennett Financial Partners

Josh Johnson

CLIENT RELATIONSHIP MANAGER

Navigate your financial future with confidence alongside Josh Johnson, a dedicated Client Relationship Manager at Bennett Financial Partners. With a strong foundation in economics and finance, Josh specializes in helping high-net-worth individuals and families build, preserve, and transfer wealth through personalized financial strategies tailored to their unique goals.

Josh’s expertise is rooted in his education at Georgia College & State University, where he studied Economics and Finance, combined with hands-on experience in financial analysis, asset valuation, and wealth management. His analytical approach and commitment to client success ensure a strategic and comprehensive plan designed to protect and grow your wealth.

Choosing Josh as your Client Relationship Manager means partnering with someone who prioritizes trust, integrity, and long-term financial security. His focus on investment strategies, risk management, and wealth preservation provides clients with a thoughtful and customized approach to financial planning.

Beyond his professional work, Josh enjoys golf, traveling, and spending time at the beach. He is also committed to giving back to the community and has spent time working with The Gathering Place, a non-profit youth ministry dedicated to leadership and personal development.

Experience financial guidance that is both strategic and personalized. Connect with Josh Johnson at (912) 289-1177 or josh@bennettfp.com to start planning for your future.

Staci Bennett, CRPC™, CFP®

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.

We help you plan, manage and preserve your wealth.

Bennett Financial Partners

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.

Bennett Financial Partners

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.

Bennett Financial Partners
Bay Financial Associates
Staci Bennett, CRPC™, CFP®

Josh Johnson

CLIENT RELATIONSHIP MANAGER

Navigate your financial future with confidence alongside Josh Johnson, a dedicated Client Relationship Manager at Bennett Financial Partners. With a strong foundation in economics and finance, Josh specializes in helping high-net-worth individuals and families build, preserve, and transfer wealth through personalized financial strategies tailored to their unique goals.

Josh’s expertise is rooted in his education at Georgia College & State University, where he studied Economics and Finance, combined with hands-on experience in financial analysis, asset valuation, and wealth management. His analytical approach and commitment to client success ensure a strategic and comprehensive plan designed to protect and grow your wealth.

Choosing Josh as your Client Relationship Manager means partnering with someone who prioritizes trust, integrity, and long-term financial security. His focus on investment strategies, risk management, and wealth preservation provides clients with a thoughtful and customized approach to financial planning.

Beyond his professional work, Josh enjoys golf, traveling, and spending time at the beach. He is also committed to giving back to the community and has spent time working with The Gathering Place, a non-profit youth ministry dedicated to leadership and personal development.

Experience financial guidance that is both strategic and personalized. Connect with Josh Johnson at (912) 289-1177 or josh@bennettfp.com to start planning for your future.

Joseph A. Donovan, JD, LL.M.

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.

John S. Kerr, CLU®, ChFC®

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.

John J. McCarthy, III, CLU®, CFP®

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.

Thomas P. Loonie

Thomas P. Loonie

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

Tess McCarthy

Tess McCarthy

Tess McCarthy specializes in providing Financial Advisor and Client Support.

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

Humane Society of South Coastal Georgia
CASA of the Golden Isles
Operation Bedspread
Humane Society of South Coastal Georgia
CASA of the Golden Isles
Operation Bedspread