Anthony Colancecco Jr, CFP®, CRPC®
Anthony is a Wealth Advisor and Chief Operating Officer for Ballentine Capital Advisors. As a Certified Financial Planner™, Chartered Retirement Planning Counselor℠ and a Smartvestor Pro™ with Dave Ramsey, his passion is guiding clients through their financial journey to help achieve their financial goals.
Continuously stressing the importance of building and maintaining client relationships, he provides clients and our firm with the market knowledge, technology, and resources they require to effectively meet their needs. Anthony has over 12 years of experience in the Financial Services industry holding various positions. Anthony brings a level of detail and knowledge that is invaluable to our team and to our clients. Anthony and his wife Jaclyn live in Greer, South Carolina. They have two wonderful daughters Vienna and Selena. As a Philadelphia native, Anthony enjoys rooting for Philadelphia sports teams, playing golf, and spending time with his family.
Professional Designations
- Certified Financial Planner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
Licenses
- Series 65
- South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity
Education
- Pennsylvania State University
Professional Association Memberships
- Financial Planning Association
- Smartvestor Pro™ with Dave Ramsey
Personal & Community Involvement
- Knights of Columbus – Council 10819
