Anne Thompson CRPC® New Wealth Advisor at Ballentine Capital Advisors

Ballentine Capital Advisors is excited to welcome our newest Wealth Advisor, Anne Thompson CRPC™. Anne is a proud industry veteran and longtime financial advisor. She has previously served as VP Financial Consultant at Charles Schwab, an advisor at Merrill Lynch, and even served in the communications industry for BellSouth/AT&T for 12 years.

Anne's passion for serving others and helping them achieve their goals is evident to all that meet her. We are confident she will be a valuable asset to our clients and community.

Congratulations Anne!

About
As a Wealth Advisor at Ballentine Capital Advisors Anne’s job is to help you create a better financial life. She will collaborate with you to help build a plan defined by your goals. Anne is committed to providing advice unique to your situation that is clear, relevant, and actionable, and she will work hard to find solutions and strategies that are right for you. Anne can assist you with wealth management, investing, portfolio analysis, college planning, and much more.

Headquartered in Greenville, South Carolina, Ballentine Capital Advisors is a wealth management firm that specializes in retirement, retirement income, and wealth planning. With years of experience and professional credentials, BCA is built on the philosophy that “We succeed when our clients succeed.” Visit ballentinecapital.com to learn more.

Phone: 864-322-6046
Email: wealthteam@ballentinecapital.com