Megan Cordell

Administrative Relationship Associate Atlanta Wealth

Partner

Principal

Megan Cordell is an Administrative Relationship Associate in the Atlanta office. In this role, she supports Relationship Managers by maintaining client accounts, leading the preparation of tax-related documents, and readying meeting materials. She also assists Relationship Associates with money movements and capital calls.

Prior to joining Balentine, Megan worked at several small non-profit organizations, where she learned how to multitask effectively while maintaining an eye for detail and commitment to quality. She holds a BS from Kansas State University.

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Education

BS, Kansas State University

Experience

Skills to Succeed

People Making Progress

Professional affiliations & awards

Community involvement

Q&A

Question 1: Why did you choose to come to work at Balentine?

The Balentine team drew me in immediately with their kindness and genuine care for me as a person, not only for the experience I bring to the table. Balentine's values and culture reflect a company that I want to be a part of and grow my career in.

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Question 2: What inspires you to come to work each day?

The people. I have a passion to help those around me and I love knowing that I can make a difference for my team that then translates into helping clients and their families meet their financial goals.

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Question 3: What do you like to do in your down time away from work?

Spending time with my loved ones and close friends, but especially my dog, Kenny G. I thrive off interactions and experiences of all shapes and sizes –as big as traveling on family vacations or as small as walking my dog to checkout a local pop-up in my area. What I enjoy most is the connections and memories along the way.

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Question 4: What is the most exotic place you have ever been?

I am currently planning my honeymoon to the most exotic location I have ever imagined – Southeast Asia. I am excited to experience the beautiful weather, explore the iconic views and soak in the rich diversity and culture.

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