From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Jean R. Ballentine

Jean R. Ballentine

  • CFP
  • Managing Director - Investments

Background and experience

Jean Ballentine is a Managing Director- Investments who holds the CERTIFIED FINANCIAL PLANNER™ designation with Wells Fargo Advisors with over 40 years’ experience in the investment industry, 27 years with her current firm or its predecessors. Her extensive experience—throughout major shifts in the markets—enables her to help her clients structure balanced portfolios to address their specific financial goals.

Jean received her Bachelor’s degree from the University of Florida. She then went on to complete the Securities Industry Institute at the Wharton School of Business. In 2011 she was presented with the Wells Fargo Advisors Spirit Award, established to recognize a group of Premier Advisors1 for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values.  Jean was recognized in 2020 as one of “America’s Top Women Advisors” by Forbes.2

Away from the office

As an active part of the community, Jean has served on the American Cancer Society Board of Directors for South Carolina, provided pet therapy services to nursing home residents for over 14 years, and was a board member of the Eau Claire Cooperative Health Center. When not in the office, she enjoys spending time outside either hiking the trails on the Blue Ridge Mountains with her husband or at the barn with her two daughters and a couple of horses and dogs at her side.

1 The Wells Fargo Advisors Premier Advisor distinction is held by a select group of Financial Advisors within the Firm as measured by the following: length of service with the firm, completion of educational components, business production, and professionalism.

2 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK® Research™, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Education

  • University of Florida
Angie Thames

Angie Thames

  • CFP
  • Senior Vice President - Investments

Background and experience

Angie Thames is a financial advisor who holds the CERTIFIED FINANCIAL PLANNER™ professional designation with Wells Fargo Advisors with over 20 years of experience in the financial industry and more than 15 years with her current firm or its predecessors.  As a member of the Ballentine Thames Financial Consulting Group of Wells Fargo Advisors, Angie works with clients to help them define their financial dreams and build a plan to assist with achieving their goals.

She received her Bachelor of Science in Business Administration focusing on finance from the University of South Carolina in Columbia, SC and is currently pursuing her MBA through the Darla Moore School of Business. Prior to becoming a financial advisor, Angie served Wells Fargo Advisors in a management capacity supervising the operations and ultimately the administration for over 100 financial advisors.  During her tenure, Angie received multiple awards recognizing her as a team member who embodies the highest standards of the firm and provides an example of world class service on a daily basis. 

Away from the office

Angie enjoys supporting her friends in education as the Board Chair on the Academy of Finance for Columbia High School. She has served as “Principal for a Day” on multiple occasions in the Richland One School District. She was named Richland County School District One Business Partner of the Year for the 2018-2019 academic year.  Angie is also passionate about the benefits of physical activity and fitness. She is Board Chair for Girls on the Run of Columbia, a transformational youth development program for girls in grades 3 through 8.

Away from the office, Angie can be found running through downtown with her friends and golden retriever in town as she trains for a destination marathon.

Education

  • University of South Carolina
Katie Ballentine

Katie Ballentine

    • Financial Consultant

    Background and experience

    Katherine C. Ballentine is a Financial Consultant with Wells Fargo Advisors with over 10 years of industry experience. As a member of the Ballentine Thames Financial Consulting Group, Katie's primary focus is to help her clients meet their financial goals through well calibrated investment management.  She helps structure the implementation of the vast array of investment options available to her clients.

    Katie attended Furman University and received a Bachelor of Arts in Political Science. Upon graduation, she started working with the Ballentine Thames Group as a Client Associate where she became familiar with the daily operations of the practice as well as the long term plans and goals of her clients. This thorough knowledge has helped her work in conjunction with her team members to help clients work toward achieving their financial dreams. Since transitioning to Financial Consultant, she has used this knowledge to help manage clients’ portfolios and ensure that the plans that are developed and implemented remain on track. 

    Away from the office

    Outside of the office, Katie serves on the Young Professionals Board of Pawmetto Lifeline. Katie also enjoys spending time training her horse for hunter-jumper competitions around the southeast. If not riding, she can usually be found visiting with family and friends or walking her dog around one of Columbia’s historic neighborhoods.

    Education

    • Furman University
    J. Kyle Miller

    J. Kyle Miller

        Background and experience

        J. Kyle Miller is a Registered Client  ssociate with Wells Fargo Advisors with 3 years of industry experience. As a member of the Ballentine Thames Financial  Consulting Group of Wells Fargo Advisors, Kyle's primary focus is to provide support to the team as well as assisting clients with their administrative needs. He helps in a wide variety of tasks to help ensure that clients’ requests are met in a timely manner.

        Kyle attended Francis Marion University and received a Master’s of
        Business Administration (’15) and a Bachelor of Business Administration in Management Information Systems (’05). He started working with Wells Fargo Advisors in 2018 as a Registered Client Associate where he became familiar with the daily operations of the firm as well as the long term plans and goals of the clients he served. Since joining the Ballentine Thames Financial Consulting Group, he has used this thorough knowledge to help provide excellent service to all clients and
        help them work to reach their financial dreams.

        Away from the Office

        Outside of the office, Kyle can be found traveling with his wife, Felicia, and daughter, Arden, to museums, theme parks and historic locations. If not with his family, he can be found running through town or participating in various relay races or obstacle events with his local F3 men’s workout group.

        Education

        • Francis Marion University