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Stephanie Monroe, CFP®, CRPC®, FPQP™

Planning Analyst & Client Services

Stephanie joined Ballentine Capital Advisors in 2013 to provide administrative and client support to our team. Upon earning her South Carolina Department of Insurance Producer License for Life, Health, and Accident, Stephanie has taken on the role of Client Services Specialist. She focuses on how to best accomplish our clients’ financial goals. As Financial Planning Analyst, she examines and prepares individual strategies based on finances, investments, taxes, and insurance. She works closely with our clients to answer questions and process requests, as well as provides meeting preparation, distribution services, and insurances services. Stephanie has professional experience in administrative and operational support to various non-profit organizations. A Greenville native, Stephanie enjoys spending time hiking in the mountains, reading, cooking, and traveling as much as possible.


Professional Designations

  • Certified Financial Planner, CFP®
  • Chartered Retirement Planning Counselor, CRPC®
  • Financial Paraplanner Qualified Professional, FPQP™

Licenses

  • South Carolina Life, Accident, and Health Insurance

Education

  • The College of Charleston – Bachelor’s Degree

Contact Stephanie for

  • Financial Analysis
  • Investment Analysis
  • Tax Analysis
  • Insurance Analysis
  • Client Services and General Questions
  • Distribution Services
  • Investment Account Processing
  • Insurance Services