Amelia Wilson

Relationship Associate

Partner

Principal

Amelia Wilson is passionate about building strong, lasting relationships and serving as a reliable resource for clients, helping make complex financial processes easier to understand. As a Relationship Associate at Balentine, she works alongside the Relationship Management team to help deliver the firm’s signature white-glove client experience. In this role, she anticipates client needs, responds thoughtfully to requests, and helps ensure each interaction reflects Balentine’s commitment to trust, discretion, and attention to detail.

Prior to joining Balentine, Amelia held a variety of client service and operational roles at Park Square Financial Group and Culbreth Wealth Management. This background has given her a well-rounded understanding of financial services and allows her to support both clients and colleagues with organization, responsiveness, and care.

Amelia holds a Bachelor of Science from the University of Georgia and maintains the Series 66 designation. She also supports local nonprofits, including the Georgia Center for Child Advocacy.

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Education

B.S., The University of Georgia

Experience

Park Square Financial Group

Culbreth Wealth Management

Professional affiliations & awards

Series 66

Community involvement

Georgia Center for Child Advocacy

Q&A

Why did you choose to come work at Balentine? 

I wanted to join Balentine as soon as I learned about the culture, values, and support provided to employees. Balentine's focus on integrity and exceptional client service mirrors how I have always approached my work — and its commitment to both clients and employees made it the right place for me.

How does the work you do make a difference?

I build strong and trusting relationships with clients. I love being a reliable resource they can count on and helping them feel more comfortable by making financial processes easier to understand.

If you weren't in this business, what would you be doing?

I would be an event planner. I love coordinating details and bringing people together. It feels like the perfect blend of creativity and organization.


What do you like to do in your down time away from work?

I love spending time with my family. I recently became a mom and am having the best time experiencing the world through my son's eyes as he discovers things for the first time. I also love reading and spending fall Saturdays watching college football with my husband.

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