Ballentine Capital Advisors
Gracyn Nott, CRPC™, FPQP® currently serves as an Operations Specialist at Ballentine Capital Advisors, where responsibilities include providing functional support to portfolio managers and client service teams, as well as ensuring accuracy in client transactions and portfolio implementations. Previously, Gracyn interned in Private Wealth Management at UBS, generating financial reports for a $700 million asset portfolio and assisting with administrative projects. Gracyn also worked as a Business Improvement Consultant for The Last Drop, enhancing business operations and customer satisfaction, and gained leadership experience at Aramark, managing staff and fostering customer relationships. Gracyn holds a Bachelor of Science in Business Administration and Management and two Associate degrees in Business Administration and Culinary Arts from Bob Jones University.
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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.