The Ballentine Group was proud to have sponsored a table at the Wilkins Legislative and Civic Awards Dinner, hosted by the Riley Institute of Furman University. Held on the first night of the legislative session each year and attended by political, community, and business leaders, the Wilkins Awards Dinner promotes citizenship, public service, and bipartisan governing. Each year one legislator and one civic leader are honored for their leadership, courage, vision, and integrity.
The Ballentine Group believes a well-balanced life is just as important as a correctly balanced portfolio. Putting this idea into practice, Jean recently spent some time out west in the Rocky Mountains. Pictured here in beautiful Estes Park, CO.
Recently, Jean had the exclusive opportunity to attend the Higher Education Conference in New York City to further expand her knowledge in the industry, which allows her to continue providing her clients with the most recent sound advice and guidance. Pictured here with David Kowach, Head of Wells Fargo Advisors Private Client Group.
The Ballentine Group attended an "Evening of Excellence" where Jean received recognition for being named a Premier Advisor yet again. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation,educational attainment, and client-service best practices. Jean was also named a Financial Advisor Ambassador. The Ambassador Program is a select group of Financial Advisors, managers, and support staff that are asked to share their voice—the voice closest to the client—as it relates to significant firm-wide topics at Wells Fargo Advisors to help improve client service.
Please see the Carolina Money interview with Jean Ballentine where she discusses why it's never too soon to begin saving for retirement.Carolina Money: Understanding Retirement
January 21, 2016
USC Alumni Center
900 Senate Street, Columbia, SC
Please join us on Thursday, January 21 to hear Wells Fargo Regional Chief Investment Officer John Lynch speak. Mr. Lynch is responsible for the investment management and investment messaging for over $50 billion in client assets on fiduciary and advisory platforms of Wells Fargo's Private Bank in Mid-Atlantic Region, which spans from Baltimore, MD south to Hilton Head, SC. He is also the investment message leader for over 30 portfolio managers and 400 financial advisors. He has made several media appearances on CNBC, Bloomberg, Barron's, and The Wall Street Journal. He will be discussing Wells Fargo's view on the 2016 economic and market outlook.
Please RSVP to Katie Ballentine, Financial Consultant, at Katherine.firstname.lastname@example.org or 803-758-2950
We hope you will be able to join us!
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. This event is educational in nature – no mutual fund company specific products will be discussed.
Recently, Angie Thames volunteered her time to participate in the “Principal for a Day” program at Columbia High School. While there, she saw firsthand what it entails to keep a large high school running smoothly on a daily basis, and assisted in the process.
Our Low Country Boil at City Roots urban farm on November 5, 2015 was a huge success with great food and company! Thank you to all who were able to attend. We look forward to seeing you at our next outing.