Our Team. Your 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.
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 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.
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.
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.
Tess McCarthy
Tess McCarthy
Tess McCarthy specializes in providing Financial Advisor and Client Support.