Ballentine Capital Advisors
Financial ServicesView the employees at
Ballentine Capital Advisors-
Leigh Anna Waters Marketing and Brand Strategist
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Greenville
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Rising Star
Katrina Morris, ChFC®, CRPC® Financial Planning Analyst at Ballentine Capital Advisors-
United States
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Rising Star
Anne Thompson, CRPC™ Wealth Advisor at Ballentine Capital Advisors-
Rising Star
Cody Teal Operations Specialist-
Anderson, South Carolina, United States
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Rising Star
Bryan Ballentine, CFP®, CRPC® Wealth Advisor | Owner of Ballentine Capital Advisors | Podcaster with Connected by Community-
Greenville, South Carolina, United States
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Top 5%
Overview
Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients. Our process… is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring. Our goal… is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views. We partner with our clients to review all areas of wealth to ensure that a coordination of total wealth management takes place. We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of experts for the benefit of our clients.
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