We at the Ballentine Group of Wells Fargo Advisors are dedicated to being the most trusted wealth advisor to both individuals and families. With extensive industry experience in wealth management, our team stands poised to help you achieve your personal vision of financial success.
Jean Ballentine and Angie Thames are Financial Advisors who hold the CERTIFIED FINANCIAL PLANNER™ Professional designation with a combined 60 years of industry experience. Together with Katie Ballentine, Financial Consultant, and Catherine Johnson, Senior Client Associate, our team has worked with Wells Fargo Advisors and its predecessor firms for the vast majority of our careers. We believe that loyalty and integrity are the cornerstones of a long-lasting and prosperous client advisor relationship.
In a relaxed and nonjudgmental atmosphere, we work with clients to help them envision and prioritize their financial goals through the ever evolving stages of life. Once goals are defined, we quarterback with our client's CPA and attorney to create and implement a personally tailored plan.
Our team has a strong passion for delivering exceptional client service and sincerely enjoys building friendships with our clients that flourish through the generations.
We greatly appreciate that you have taken the time to visit our website. We invite you to keep exploring and learn more about our team, locate resources regarding investment planning as well as access market and Wells Fargo Advisors account information.
Thank you for visiting and we look forward to the opportunity to assist you!