Liz Thomas, CFP®
Liz Thomas, CFP®, is Balentine’s Director of Marketing. In this role, Liz oversees the firm’s communications, public relations, and online presence. She has more than 15 years of experience in marketing strategy and implementation, the last decade of which she brought her knowledge into the financial services industry for AIG SunAmerica, UBS and Nora Wealth. Liz eventually established her own firm, Thimble Marketing.
She has enjoyed being a guest speaker at several regional and national conferences and was heavily involved in both the internship and career development programs at UBS.
Liz is a graduate of the University of North Carolina at Chapel Hill. She achieved her CERTIFIED FINANCIAL PLANNER™ certification after recognizing the value in understanding at a deeper level the problems our clients face and how our services can help clients achieve their financial and philanthropic goals. She recently completed the Yale School of Management’s Digital Marketing Executive Education program.