Anthony Colancecco Jr, CFP®, CRPC®
Anthony is the Chief Operating Officer for Ballentine Capital Advisors. As a Certified Financial Planner™ and Chartered Retirement Planning Counselor℠, he is responsible for providing leadership, investment oversight, operational efficiency, client relationship enhancements, and community involvement. Continuously stressing the importance of building and maintaining client relationships, he provides the firm and our clients with the market knowledge, technology, and resources they require to effectively meet their needs. Anthony has over 10 years of experience in the Financial Services industry holding various positions. Prior to joining the Ballentine team his most recent position was located in Philadelphia where he served as the Director of Advisor Services and Operations. 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 one wonderful daughter Vienna. As a Philadelphia Native, Anthony enjoys rooting for Philadelphia sports, playing golf, and spending time with his family.
Professional Designations
- Certified Financial Planner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
Licenses
- FINRA registrations include 65
Education
- Pennsylvania State University
Professional Association Memberships
- Financial Planning Association
