Maggie Sims, CFP®, CTFA is an Associate Relationship Manager at Balentine. Prior to joining Balentine, Maggie spent more than ten years at BB&T, most recently as a Wealth Private Advisor. An active member of the community, Maggie is a member of the Junior League of Atlanta and serves as an Atlanta Youth Academy Student Mentor. Maggie is a graduate of Florida State University, where she received a BS in Finance.
BS, Florida State University (Finance)
- BB&T, Wealth Private Advisor
- BB&T Leadership Development Program
Professional Affiliations & Awards
- CERTIFIED FINANCIAL PLANNER™
- Certified Trust and Fiduciary Advisor
- Junior League of Atlanta
- Atlanta Youth Academy Student Mentor
How and why did you get into this business?
I have a true passion for developing deep and meaningful relationships with clients, to help them realize their dreams and full potential financially. After college, I was fortunate to be accepted into the BB&T Leadership Development Program, which kickstarted a decade-long career in banking and wealth management. Within the banking world, I quickly became a Wealth Advisor, and I have loved serving clients in that capacity ever since.
What inspires you to come to work each day?
Our clients! At Balentine, I am honored and humbled by the impact we have on our clients’ lives. This motivates me every day, and I do not take the opportunity for granted.
What do you like to do in your time away from work?
My husband and I recently welcomed a baby girl, and we love being parents! We enjoy taking our daughter on adventures to all our favorite places, and spending time with our broader family. Personally, I have been a tennis player my whole life, and I enjoy getting out on the court when I am able!
What is the most exotic place you have ever been?
My father-in-law is from Panama. We love to visit and explore parts of the country off the beaten path, with his family members who live there – trying new activities, eating new foods, and experiencing the culture!
Why did you choose to come work at Balentine?
The people and the culture. As a new member of the Relationship Management team, it is a privilege to join a group of genuine professionals who truly collaborate to serve clients, free of conflicts or competition.
Looking for guidance managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.