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Ex-Truist & Balentine Advisors Leave Behind $4.5 Billion to Launch Atlanta RIA

Truist, Balentine Advisors Managing $4.8-Bln Partner to Launch Atlanta RIA

$4.8bn Atlanta Advisor Duo Joins Sanctuary

A New Firm That Advises the Ultrarich Has Launched In Atlanta

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#1 - 2024 Forbes “Top Women Wealth Advisors Best-in-State”

#17 Women Wealth Advisor in the country

#161 Top Wealth Advisor in country (2025) as the featured Advisor of that year’s awards

#1 in Georgia (2024)

#17 America’s Top Women Advisors (2024)