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
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 of office administration and customer service experience. As a Financial Planning Analyst & Client Services Specialist, she examines and prepares individual strategies based on finances,
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. Many of us can be one bad accident or health crisis from a serious financial burden. The good news is there is a great organization,
Check out these pictures from Preston’s senior trip! Preston and Bryan had the opportunity to visit Israel.
The Ballentine Team got to go axe throwing! Thank you Craft Axe Throwing of Greenville for having us!
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
