Gracyn joined Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. A recent Bob Jones University graduate, Gracyn previously interned in private wealth management with UBS Financial Services. As an Operations Specialist, she is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. Gracyn is a Delaware native and spends her free time exploring new coffee shops, reading, and baking over-the-top birthday cakes.
Professional Designations
- Chartered Retirement Planning CounselorTM
