The Ballentine Capital Advisors team got to enjoy a night out at Chophouse ’47. Thank you Chophouse ’47 for the amazing food and service!
Cody joined Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client
Anna joined the team to help run all marketing efforts, including social media, event planning, and advertising. She has 5 years of marketing experience and
Sue’s responsibilities include taking care of the team, the company, and the building so the rest of the team can take care of our wonderful
As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. Jaxson is a recent graduate from Furman
Anne has lived in Greenville, South Carolina for 30 years. She joined the team just a few months ago, after spending 8 years at Merrill
Katrina has been with Ballentine Capital Advisors for 15 years and is currently pursuing her Chartered Financial Consultant® (ChFC®) Certification. Katrina has over 30 years
Medical bills affect us all. Whether by chance or not, our health is always a concern and risk. Unfortunately, this affects some worse than others.
Open Mon – Fri: 8:30 – 5:00
15 Halton Green Way
Greenville, SC 29607
Available By Appointment Only
133 Thomas Green Blvd., Suite 200
Clemson, SC 29631
