Caroline Caldwell, AWMA

Relationship Analyst

Partner

Principal

Caroline Caldwell, AWMA is a Relationship Analyst in the Atlanta Office. In this role, she supports the Atlanta Wealth Management Team and clients in providing custom advisory services encompassing areas of financial planning, investments, and family and legacy. Caroline comes to Balentine from Merrill Lynch. There, her attention to detail and proactive focus helped her provide excellent, personalized service to clients. Caroline graduated from Georgia Tech with a B.S. in Business Administration. She is an Accredited Wealth Management Advisor (AWMA).

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Education

BS, Georgia Institute of Technology

Experience

Merrill Lynch, Private Wealth Relationship Manager

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Professional affiliations & awards

AWMA (Accredited Wealth Management Advisor)

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Community involvement

Q&A

What inspires you to come to work everyday?

The opportunity to build trusted relationships with clients and support them in achieving financial security and success. Providing fundamental support in all phases of client relationship building motivates me to continually enhance my knowledge and approach, ensuring I provide the highest level of service.

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Why did you choose to come work for Balentine?

One of the main reasons I chose to come work for Balentine is the collaborative environment. I appreciate how the firm emphasizes teamwork and open communication, creating a supportive atmosphere where everyone’s contributions are valued.

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What do you do in your down time away from work?

I enjoy traveling, playing tennis, and spending time with friends and family.

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What do you personally think makes Balentine diﬀerent from other wealth management organizations?

The people! The enthusiasm and passion of the team members reinforced my desire to be part of such a forward-thinking organization.

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How does the work you do make a difference?

The dynamic nature of the financial landscape presents both challenges and opportunities, and I take pride in being able to guide clients through this complexity. By offering informed insights and strategic advice, they are able to confidently make decisions that are aligned with their goals.

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