Ballentine Capital Advisors hire’s a new Operations Specialist, Jaxon Coad.
Jaxson graduated from Furman last spring with a major in economics. In his free time, he enjoys cheering on the Ohio State Buckeyes and golfing!
Jameson serves a vital role at Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation.
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Ballentine Capital Advisors CEO J Bryan Ballentine, CFP®, CRPC™, and Marketing and Brand Strategist Anna Waters attended the Make Dust Celebration for the Inspire Courage
Greenville, SC – Gracyn Nott, an Operations Specialist with Ballentine Capital Advisors, has recently earned her Chartered Retirement Planning Counselor (CRPC™) designation. This prestigious designation recognizes
Join us in extending a warm welcome to our newest team member, Cristina “Tina” Alcala! Tina will be stepping into the role of executive assistant.
Open Mon – Fri: 8:30 – 5:00
15 Halton Green Way
Greenville, SC 29607
Available By Appointment Only
133 Thomas Green Blvd., Suite 200
Clemson, SC 29631
