Anthony Colancecco Jr, CFP®, CRPC®

Wealth Advisor / COO

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

Awards and Honors

  • Voted Greenville’s Best & Brightest, Greenville Business Magazine, 20221
  • Regularly featured on ETV Radio’s South Carolina Business Review

Professional Association Memberships

  • Financial Planning Association
  • Smartvestor Pro™ with Dave Ramsey

Personal & Community Involvement

  • Knights of Columbus – Council 10819
  • Greater Greer Chamber of Commerce
  • HollyTree Country Club

1Greenville Business Magazine’s Best and Brightest, sponsored by Furman University, honors Greenville-area young professionals age 35 and under who are making a difference in their workplace and community. Honorees are chosen on a nomination basis. Nominators are asked to answer a series of questions that the judges then use to score nominees’ work impact and involvement in the community. Ballentine Capital Advisors and Greenville Business Magazine are not affiliated entities.