Senior Relationship Associate, Atlanta Wealth Team Lead
Andrea Walker, RICP®, CFP®, is the Senior Relationship Associate, Team Lead for the Atlanta Wealth team. In this role, Andrea provides unparalleled client service while applying her vast experience in wealth management to deliver on each client's needs. To this role, she brings a focus on white-glove service for clients, an eye for operational improvement, and experience developing teams and serving as a mentor. Andrea has worked in the financial industry for nearly a decade. She comes to Balentine from Narwhal Capital Management, where she was the Director of Client Services. Prior to that, she worked at Crawford Investment Counsel and Artisan Partners Asset Management. Andrea earned a BA in Business Administration from Mercer University and is a Retirement Income Certified Professional - RICP® and Certified Financial Planner.
Mercer University, BBA
Director of Client Services at Narwhal Capital Management
Client Service Associate at Crawford Investment Counsel
Research Assistant at Artisan Partners
Retirement Income Certified Professional - RICP®
CERTIFIED FINANCIAL PLANNER™
Junior League of Cobb-Marietta, Active Member
Question 1: How and why did you get into this business?
From a young age I loved saving and knowing I had babysitting money set aside if there was ever something I truly wanted. When I learned about time value of money and making your savings grow I knew that I wanted to apply that knowledge to help people have that same sense of empowerment and security.
Question 2: Why did you choose to come work for Balentine?
From the first interview the people and the culture jumped out to me as being unique. So many companies talk about the importance of culture, but you have to have employees that feel valued, heard, and challenged to really make the firm culture strong. When those things come together it is so much better for the clients and the teams ability to serve them.
Question 3: What do you like to do in your down time away from work?
My husband and I have a lot of our free time taken up by our toddler, but when we aren't chasing her around we love to travel and find great new restaurants. We recently took a trip to the Willamette Valley in Oregon and it has moved up our list of favorites for the great wine and weather!
Question 4: Who were your heroes growing up and how did that influence your life and career?
My parents were definitely my heroes growing up. My dad was a college art professor for over 30 years and I learned from him the value in doing something you love while not being completely defined by your career. My mom had a more traditional 9-5 and was my role model of how to be a working mom, set priorities, and keep things moving along.
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