Biography

Maggie Sims

Maggie Sims, CFP®, CTFA is an Associate Relationship Manager at Balentine. Prior to joining Balentine, Maggie spent seven 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.

Education

BS, Finance, Florida State University

Professional Experience

  • BB&T, Wealth Private Advisor
  • BB&T Leadership Development Program

Professional Affiliations & Awards

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Trust and Fiduciary Advisor

Community Involvement

  • Junior League of Atlanta
  • Atlanta Youth Academy Student Mentor

Q&A

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 became a wealth advisor over 7 years ago, 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 client’s 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.

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