Reid Brannock, CFP®, CEPA®

Relationship Manager

Partner

Principal

As a Relationship Manager at Balentine, Reid Brannock, CFP®, CEPA® helps clients simplify their financial lives and make informed decisions about their wealth. With analytical rigor and emotional intelligence, Reid designs and implements strategies that help clients preserve, grow, and enjoy their wealth across generations.

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Since joining Balentine in 2021, Reid has become a culture champion within the firm, continually elevating the client experience and leading internal discussions on best practices that embody “The Balentine Way.” In his role, he provides proactive support to entrepreneurs and families, evaluating their needs and developing custom solutions across investment management, financial planning, and liquidity or exit strategies. He also serves institutional clients, applying Balentine’s disciplined, model-driven investment approach and supporting trustees and consultants in navigating complex fiduciary responsibilities and decision-making.

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Prior to joining Balentine, Reid spent six years at Vanguard, where he served as an Ultra High Net Worth Advisor Associate. A graduate of the University of South Carolina, Reid is both a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor, credentials that reflect his commitment to guiding clients through every stage of wealth and business transition.

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Education

B.A., University of South Carolina

Experience

Vanguard, Ultra High Net Worth Client Service, Advisor Associate

Professional affiliations & awards

CERTIFIED FINANCIAL PLANNER™ Certificant

CEPA^®

Community involvement

Walk to End Alzheimers

Bike Cary

Advisory Board, YMCA

Q&A

How and why did you get into this business?

A personal interest in finance and investing, plus the satisfaction of helping people and feeling good about what I do.

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What inspires you to come to work each day?

Being part of a tightly knit team that works towards mutual and shared goals.

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Why did you choose to come work at Balentine?

A great connection with the people, the culture, the investment methodology, and the client-driven focus.

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How does the work you do make a difference?

Understanding the major life events that can impact people financially while guiding them through every step.

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

Golf, snowboarding, live music, being outside, and watching sports.

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