Ballentine Capital Advisors will be teaming up with Ronald McDonald House Charities of the Carolinas to host a toy drive for families this holiday season! Please drop off any unwrapped gifts (no bubbles or playdoh) to our main office located at 15 Halton Green Way, Greenville, SC 29607 by December
Thank you Nest Realty Greenville for having us at your Pawtoberfest event at Carolina Baurenhaus, where we got to support the non-profit Auction for a Kaws!
Anne Thompson’s Ladies Night Out: Financial 411 was a success! Do you know a group of ladies that could benefit from a discussion all about women’s needs? Comment below to let Anne know where she should host her next event!
Bryan recently attended a conference in Times Square with one of his all-time favorite mentors, the one and only Nick Murray!
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 account activity, ongoing account maintenance, and portfolio reconciliation. Prior to joining Ballentine Capital Advisors, Cody gained working experience in Client Services and Operations through the
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 University and majored in Economics. Jaxson grew up in Utica, Ohio, and is always cheering on the Ohio sports teams. In his free time, he
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 Lynch and Charles Schwab. Anne transitioned to BCA to be able to assist clients fully in answering their questions and concerns while utilizing BCA’s Purpose-Based