Emily Balentine Barbour, CFP®

Head of Client Experience

Partner

Principal

Emily Barbour, CFP^® serves as Head of Client Experience at Balentine. In this role, she creates and oversees a seamless client experience across the firm. Her passion for client service, and the various roles she has had during her tenure at the firm, has uniquely positioned her to help Balentine optimize future growth while refining a white-glove experience for individualized client needs. Emily continues to serve as Relationship Manager for a small, curated group, providing her with first-hand knowledge of client pain points and desires. Prior to assuming this role, Emily served as a full-time Relationship Manager.

Emily joined the Balentine team in February 2010, just two months after the firm’s founding. She began her career at Coxe Curry and Associates, a consulting firm for greater Atlanta non-profit organizations.

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Education

BA, Washington and Lee University

Experience

Balentine, Director of Client Service

Balentine, Client Service Manager

Coxe Curry and Associates, Campaign Assistant

Professional affiliations & awards

CERTIFIED FINANCIAL PLANNER™

Pershing Next Generation Leadership Council

Metro Atlanta Chamber’s ATLeaders Young Professionals Group

The Philanthropic Advisor Leadership Institute, Class of 2016-17

Pershing Mentorship Program for First Generation College Grads (Past)

Community involvement

Board Member, Southern Highlands Reserve

First Presbyterian Church of Atlanta, Member

Peachtree Garden Club

The Westminster Schools, Class Agent (Past)

Latin American Association, Investment Advisory Committee (Past)

Washington and Lee University, Atlanta Alumni Association, Philanthropy Chair (Past)

Q&A

How and why did you get into this business?

Though I didn’t have a financial background, I wanted a career change and the timing was perfect. I remember nervously asking my dad about possibly working for him. We both thought long and hard about how it would affect our relationship (the good and the bad), and he had careful discussions with his partners. After four rigorous interviews, I made the cut. It was one of the best decisions I have ever made. I hope my dad feels the same way.

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Which person do you most admire?

My dad—both as a father and a business leader.

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What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?

In order for us to do our job of helping clients meet their financial goals, they need to learn to “tune out the noise.” As humans, it is hard not to get caught up in the daily chatter. That is what our clients are paying us for—to stick to the plan that aims to get them to their goal. We often can be our own worst enemies when it comes to investing.

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What are you most passionate about in this business?

The relationship between children and wealth. I would love to become even more involved with families to educate both the parents and children on what it means to be a good steward, instill a sense of motivation despite having the means not to have to work, etc.

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