Cody Teal

Cody Teal is a Financial Planning Analyst and Client Services Specialist at Ballentine Capital Advisors since June 2023, previously serving as an Operations Specialist. Prior experience includes roles as a Client Associate and Associate Personal Banker at Wells Fargo Advisors and Wells Fargo, respectively, where Cody managed client relationships and provided specialized financial products. A short-term assignment as a STAR Loan Documentation Specialist III involved reviewing the SBA Paycheck Protection Program loan origination process. Earlier in Cody's career, roles as a Tournament Director at Hartwell Golf Course and Concessions Coordinator at Franklin County Rec Department contributed to skills in team management and revenue growth. Cody holds a Bachelor's degree in Business Administration with a concentration in Management from Truett McConnell University, earned between 2015 and 2018.