BCA Private Wealth, Inc.

Jonathan Burns is a financial advisor with BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining BCA, he worked at Ballentine Capital Advisors, Equitable Advisors, and Thomasville National Bank Financial Services. He is also licensed as an insurance agent, conducting insurance sales alongside his advisory role. BCA Private Wealth, Inc. serves individuals, trusts, corporations, and retirement plans by providing fee-based investment advisory services, financial planning, and pension consulting. The firm manages portfolios using a discretionary, custom structural allocation strategy focused on ETFs, mutual funds, and select individual securities, combining fundamental and technical analysis with digital investment options.

James Ballentine is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Discipline Wealth Solutions, Inc. and has held roles at BCA Private Wealth, Inc., Triad Advisors, Inc., and Ballentine Capital Management, Inc. In addition to his advisory work, he hosts the Ballentine Capital Advisors Connected by Community podcast and is an author on wealth management topics. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis, tailoring investment strategies to clients’ objectives and risk tolerance, and offers ERISA 3(38) investment manager services with participant education.

Anthony Colancecco Jr. is a CFP® with 13 years of industry experience and is currently an advisor at BCA Private Wealth, Inc., where he has worked since 2019. His prior roles include positions at Triad Advisors, Efficient Advisors, LLC, and Apexium Financial LP. He hosts the "Connected by Community" podcast produced by Ballentine Capital Advisors. BCA Private Wealth, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a structural allocation strategy focused on risk reduction using ETFs and mutual funds, offering custom discretionary portfolio management alongside a digital investment platform and pension consulting services.

John Saverance is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Ballentine Capital Advisors, Equitable Advisors, Doordash, and Clemson University. BCA Private Wealth, Inc. serves individuals, trusts, corporations, qualified retirement plans, and brokerage customers by providing fee-based investment advisory services, financial planning, and pension consulting. The firm typically manages portfolios on a discretionary, custom basis using a structural allocation strategy focused on ETFs and mutual funds, supplemented by fundamental and technical analysis and a digital investment management option through Betterment.

Saverio Lacroce is a financial advisor at BCA Private Wealth, Inc. in Greenville, SC, holding a Series 65 designation and with experience at several firms including Franklin Square, Northstar Advisory, and Ballentine Capital Advisors. He has been in the industry since 2012. BCA Private Wealth, Inc. serves a range of clients including individuals, trusts, corporations, and qualified retirement plans, offering fee-based investment advisory services, financial planning, and pension consulting. The firm employs a discretionary, custom portfolio management approach with a focus on ETFs, mutual funds, and hedging strategies, integrating both fundamental and technical analysis.