Atlanta, GA Office

Kurt Lofters is a financial advisor at Balentine with 16 years of industry experience. He holds a Series 66 designation and previously worked at Southeastern Advisory Services, Consequent Capital Management, Gray & Co., and Merrill. Lofters is based in Atlanta, GA. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm emphasizes a structured investment approach incorporating a Capital Markets Forecast and asset allocation by risk type, utilizing both active and passive strategies along with selected third-party sub-advisers.

Rebecca Stone is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Balentine since 2025. She previously worked at Morgan Stanley for 15 years, as well as Citigroup Global Markets and Wells Fargo Clearing. Balentine provides wealth management, financial planning, investment management, family office services, and sub-advisory arrangements to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a model-driven investment approach using a Capital Markets Forecast and a Building Blocks framework, combining active and passive strategies across multiple asset classes.

Victor Gitau is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation. He joined Balentine in 2025 after five years at PNC Bank and eight years in full-time education. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach combining a seven-year Capital Markets Forecast with a risk-based asset allocation framework, utilizing both active and passive strategies.

Clifton Dortch Jr. is a financial advisor at Balentine with a Series 65 and Series 66 license and two years of industry experience. Prior to joining Balentine in 2021, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies, emphasizing asset allocation by risk type and offers specialized services including private fund advisory and portfolio management for pooled vehicles.

William Thacker is a financial advisor at Balentine with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America U.S. Trust, and GER Loftin Wealth Advisors. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm’s investment approach uses a seven-year Capital Markets Forecast and a Building Blocks framework to allocate assets across various risk types, combining active and passive strategies along with selected third-party sub-advisers.

Elizabeth Meeks is a financial advisor at Balentine in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Balentine in 2025, she worked for seven years at PNC Private Bank and spent four years at the University of Georgia. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that includes global tactical asset allocation strategies and manages private funds through affiliated entities.

Michael Pearson is a financial advisor at Balentine with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and TIAA-CREF. Pearson serves as a public arbitrator for FINRA, acting as a neutral member on arbitration panels resolving industry disputes. Balentine provides wealth management, financial planning, and investment services to entrepreneurs, families, high-net-worth individuals, and institutional clients. The firm employs a multi-asset investment approach combining active and passive strategies, and it also acts as a private fund adviser offering family office and business advisory services.

Caroline Caldwell is a financial advisor at Balentine with Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Bank of America, Merrill, and other firms, along with experience outside finance at organizations such as SPANX and the Georgia Institute of Technology. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients, offering wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies within a risk-based asset allocation framework and manages private pooled investment vehicles through an affiliated general partner.

Kevin Murdock is a financial advisor at Balentine with 11 years of industry experience and holds a Series 66 designation. Prior to joining Balentine, he worked at OSAIC Wealth, Truist Investment Services, Scottrade, Merrill, and Edward Jones. Outside of his advisory role, he is an author of fiction novels, which he writes and self-publishes. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach combining active and passive strategies and also acts as a private fund adviser, managing pooled investment vehicles.

Juwon Hill is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Balentine, LLC, where he has worked since 2023. His prior experience includes roles at Ensemble Capital Management, LLC and GHP Investment Advisors, Inc. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm employs a model-driven investment approach using both active and passive strategies, and it also manages private funds and offers tailored portfolio solutions.

Katherine Battey is a financial advisor at Balentine with six years of industry experience. She holds the Series 66 designation and has worked previously at Rockefeller Financial, Bank of America, Merrill, World 50, and The University of North Carolina at Chapel Hill. Outside of financial advising, she manages BWB Interiors LLC, an interior design and home furnishings business based in Atlanta. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, and family office services. The firm uses a model-driven investment approach based on a seven-year Capital Markets Forecast and a risk-based asset allocation framework, combining active and passive strategies alongside selected sub-advisers.