Ballentine Capital Advisors
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.
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Ballentine Capital Advisors
Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients. Our process… is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring. Our goal… is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views. We partner with our clients to review all areas of wealth to ensure that a coordination of total wealth management takes place. We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of experts for the benefit of our clients.