Cheryl Hayes CFP®, CRPC®

Having been with Ballentine Capital Advisors since 2008, Cheryl has the experience necessary to counsel her clients on their financial futures. As a Certified Financial Planner® and Chartered Retirement Planning Counselor℠, her objective is to assist clients in making well-informed financial decisions in order to help them reach their financial goals. She believes that the key components to maximizing a client’s potential for financial success is in proper evaluation of their current financial situation, establishing reasonable goals, and then pursuing those goals with disciplined follow through.

Professional Designations

  • Certified Financial Planner, CFP®
  • Chartered Retirement Planning Counselor, CRPC®

Licenses

  • Registered Representative of Triad Advisors, member FINRA/SIPC
  • FINRA registrations include SERIES 7, 66
  • South Carolina State Insurance License for Life, Health, and Variable

Education

  • Erskine College – Bachelors Degree
  • Western Carolina University – Certified Financial Planning Certificate Program

Personal & Community Involvement

  • Married with 2 daughters
  • Member of New Spring Church
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Ballentine Capital Advisors - Wealth management for individuals and businesses.