Lillis Breland

Client Transition Manager at Balentine & Co. - Atlanta, GA, US

Lillis Breland's Contact Details
HQ
404-537-4800
Location
Atlanta, Georgia, United States
Company
Balentine & Co.
Lillis Breland's Company Details
Balentine & Co. logo, Balentine & Co. contact details

Balentine & Co.

Atlanta, GA, US • 100 - 249 Employees
Financial Services

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. Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. We have been 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," among others. 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.

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Details about Balentine & Co.
Frequently Asked Questions about Lillis Breland
Lillis Breland currently works for Balentine & Co..
Lillis Breland's role at Balentine & Co. is Client Transition Manager.
Lillis Breland's email address is ***@balentine.com. To view Lillis Breland's full email address, please signup to ConnectPlex.
Lillis Breland works in the Financial Services industry.
Lillis Breland's colleagues at Balentine & Co. are Brandon McGraw, Jason Howard, Kenneth Jackson, Faa Brimmo, Joshua Wallace, Christine Mitchell, Joshua Friedland and others.
Lillis Breland's phone number is 404-537-4800
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