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Ballentine Capital Advisors

Ballentine Capital Advisors is a Greenville, SC financial planning firm. Our financial advisors help clients with wealth management and retirement planning

  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
  • News & Media
  • Client Access
  • Contact Us

OUR VIEW ON WEALTH

A Different Degree Of Wealth

INQUIRE ABOUT YOUR FINANCIAL MANAGEMENT

Cheryl Hayes, CFP®, CRPC®

bio-cheryl

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

15 Halton Green Way
Greenville, SC 29607

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Resources

  • Home
  • Services
  • Education & Video
  • News & Media
  • Our View on Wealth
  • Client Access
  • FINRA’s BrokerCheck

Contact Center

  • Tel: (864) 322-6046
  • Toll-free: (800) 507-8135
  • Fax: (864) 322-6048
  • Email
  • Map & Directions

Accreditation

Ballentine Capital Advisors BBB Business Review

Copyright © 2021 Ballentine Capital Advisors
Securities through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services through Ballentine Capital Advisors, Inc.
Triad Advisors, LLC and Ballentine Capital Advisors are not affiliated entities.
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Ballentine Capital Advisors
  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
      • Back
    • Back
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
    • Back
  • News & Media
  • Client Access
  • Contact Us