Lillis Breland

Transition Manager at Balentine

Lillis Breland, CTFA, currently serves as Client Transition Manager at Balentine since October 2018. Prior experience includes roles as Senior Associate at CIBC Atlantic Trust Private Wealth Management from April 2015 to October 2018, Trust Analyst at GenSpring Family Offices from April 2010 to December 2014, and Financial Analyst at Brownson, Rehmus & Foxworth from March 2008 to March 2010. At GenSpring, Lillis provided analytical support regarding fiduciary matters and managed over 500 trust accounts with significant assets. Earlier experience includes work as a Family Services Coordinator and as a Commercial Property Manager at Shuler Properties. Lillis holds a Bachelor of Science degree in Financial Planning from Texas Tech University.

Location

Atlanta, United States

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Balentine

Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron’s “Top 100 Independent Wealth Advisors,” Financial Times'​ “300 Top Registered Investment Advisors,” and Pensions and Investments’ “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine’s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. Please read important disclosures here: https://www.balentine.com/disclosures


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51-200

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