Berry Battey, AWMA®
Senior Associate Relationship Manager
Partner
Principal
Berry Battey, AWMA®, is a Senior Associate Relationship Manager at Balentine, where she works closely with Relationship Managers to evaluate each client's unique situation and deliver custom advisory services across financial planning, investments, and family and legacy strategies.
Before joining Balentine, Berry developed a seasoned perspective on the needs of families navigating complex, multigenerational wealth in roles at Rockefeller Capital Management and Merrill Lynch Private Wealth Management on nationally recognized teams. She graduated from the University of North Carolina at Chapel Hill with a degree in Management & Society. She holds Series 7 and Series 66 licenses and is an Accredited Wealth Management Advisor (AWMA®).
BA, University of North Carolina at Chapel Hill
Rockefeller Capital Management, Associate VP, Relationship Manager
Merrill Lynch, Relationship Manager
Series 7
Series 66
Accredited Wealth Management Advisor, AWMA®
Atlanta Lawn Tennis Association
Why did you choose to come to work at Balentine?
From my very first conversations with Balentine, I knew it was the right fit. We talked about the importance of family, the responsibility that comes with stewarding a family's legacy, and the meaningful relationships built with the families we serve. I left those conversations with a genuine sense of trust and connection, and it was clear that those values are at the heart of every relationship Balentine builds with clients.
What do you personally think makes Balentine different from other wealth management organizations?
What I believe sets Balentine apart is its entrepreneurial mindset and independence. As a family-led and employee-owned firm with a clear vision for the future, we have the freedom to stay focused on what matters most: building lasting relationships and serving the best interests of the families we advise. In today's ever evolving wealth management landscape, the ability to provide thoughtful, client-first advice without being influenced by broader corporate priorities is what truly makes Balentine different.
What do you like to do in your down time away from work?
Outside of work, I enjoy playing tennis with friends, going to pilates classes, and exploring Atlanta with my husband, our daughter, and golden retriever, Spud!
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