Stephanie Monroe, CRPC®, FPQP ™
Stephanie joined Ballentine Capital Advisors 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 earned a Bachelor’s degree from The College of Charleston. She has professional experience in administrative and operational support to various arts related non-profit organizations in the Charleston and San Diego areas. A Greenville native, Stephanie enjoys reading, hiking the local state parks, cycling, and traveling as much as possible.
- Chartered Retirement Planning Counselor, CRPC®
- Financial Paraplanner Qualified Professional, FPQP™
- South Carolina State Insurance License for Life, Health, and Accident
Contact Stephanie for
- Financial Analysis
- Investment Analysis
- Tax Analysis
- Insurance Analysis
- Client Services and General Questions
- Distribution Services
- Investment Account Processing
- Insurance Services