Balentine

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds the Series 66 designation and has worked at Balentine since 2025. His prior roles include positions at Southeastern Advisory Services, Consequent Capital Management LLC, and Gray & Co. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process incorporating active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Rebecca Stone is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Balentine, LLC since 2025 and previously spent 15 years at Morgan Stanley. Based in Atlanta, GA, her current role is with Balentine, a firm that serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients. Balentine provides comprehensive wealth management, financial planning, investment management, family office services, sub-advisory relationships, and business advisory support, utilizing a risk-based investment process that combines active and passive strategies with model-driven global tactical asset allocation.

Matthew Raines is a financial advisor with Balentine in Raleigh, NC, holding a Series 65 license and having seven years of industry experience. He has worked at Balentine since 2018 and previously spent seven years at Capfinancial Securities and CAPTRUST Financial Advisors. He serves as a board member of SURV Triangle LLC, a home services business. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients by providing comprehensive wealth management, financial planning, investment management, family office services, sub‑advisory, and business advisory support. The firm employs a risk-based investment process that combines active and passive strategies with third-party managers and a model-driven Global Tactical Asset Allocation program.

Danielle Bailey is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 credential and with three years of industry experience. Prior to joining Balentine, she held positions at Envestnet and Blackened Kraken, as well as roles at East Carolina University. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm follows a risk-based investment approach utilizing a combination of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Marshall Brannock is a CFP® with eight years of industry experience, currently a financial advisor at Balentine since 2021. He previously worked at The Vanguard Group for six years and was self-employed for one year in 2018. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and business advisory services. The firm’s investment approach is risk-based, combines active and passive strategies, and includes a model-driven Global Tactical Asset Allocation program for institutional mandates.

Victor Gitau is a financial advisor at Balentine with a Series 65 designation and one year of industry experience. Prior to joining Balentine, he worked at PNC Bank for five years and spent eight years in full-time education. He is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach and manages pooled investment vehicles, including private funds.

Melissa Phillippi is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Balentine since 2026 and previously was employed at Highspring and Performance Culture/Workdove. Phillippi is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients with wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process that incorporates active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, while also advising pooled investment vehicles and private funds.

Clifton Dortch Jr. is a financial advisor at Balentine with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Balentine, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment approach is risk-based and incorporates both active and passive strategies, along with a model-driven Global Tactical Asset Allocation program for institutional mandates.

Lucas Roberson is a financial advisor at Balentine in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at CapFinancial Partners, Fisher Investments, and Whitener Capital Management. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, offering wealth management, financial planning, investment management, family office services, and business advisory support. The firm uses a risk-based investment process with a mix of active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program, and it is noted for its role in pooled vehicles and private fund advisory.

John Maddison is a CFP®, CFA®, and holds a Series 66 license, currently working at Balentine in Raleigh, NC. He has 12 years of experience at Balentine and two years in the financial industry overall. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment process using a combination of active and passive strategies and manages pooled investment vehicles, including private funds.

Jennifer Pcholinsky is a CFP® professional with five years at Balentine and a total of two years of industry experience. Prior to joining Balentine, she worked at Truist Wealth for four years. She is based in Raleigh, NC. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach utilizing both active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

William Thacker is a financial advisor at Balentine in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America’s U.S. Trust division. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and other institutional clients, offering comprehensive wealth management, financial planning, investment management, family office services, and business advisory support. The firm’s investment process is risk-based and combines active and passive strategies, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Elizabeth Meeks is a financial advisor at Balentine with one year of industry experience. She holds a Series 65 designation and previously worked at PNC Private Bank for seven years. Prior to her financial career, she was affiliated with the University of Georgia for four years. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing wealth management, financial planning, investment management, family office services, and business advisory support. The firm employs a risk-based investment approach with a focus on active and passive solutions, third-party managers, and a model-driven Global Tactical Asset Allocation program.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services LLC and GFO Advisory Services, LLC. In addition to his advisory role, he serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry-related disputes. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and business advisory services. The firm employs a risk-based investment approach using a mix of active and passive strategies, manager due diligence, and a model-driven Global Tactical Asset Allocation program.

Caroline Caldwell is a financial advisor at Balentine with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Her background also includes roles outside finance, such as work with Virtual Properties Realty and involvement with Athens Historical Properties. Balentine serves entrepreneurs, families, high-net-worth individuals, foundations, and institutional clients through comprehensive wealth management, financial planning, and investment management. The firm employs a risk-based investment process using a mix of active and passive strategies and maintains a focus on customized portfolios aligned with clients’ liquidity needs and risk tolerance.