Savanna Westmoreland

Savanna Westmoreland is an Administrative Associate in Balentine’s Atlanta office. In this role, she ensures all clients, prospects, and guests have first-class in-person and virtual experiences with Balentine. Her positive attitude and focus on collaboration enable her team to maintain excellent client service. Prior to joining Balentine in 2022, Savanna served as an Executive Administrative Assistant at Rare Disease Research. Savanna is a graduate of the University of South Florida, where she received a BA in Mass Communications.


BA, University of South Florida (Mass Communications)

Professional Experience

  • Rare Disease Research, Executive Administrative Assistant
  • Core Home, Administrative Associate
  • SC International, Marketing Associate


Why did you choose to work at Balentine?

I chose to work at Balentine because I saw an opportunity to be part of a wonderful organization and a chance to grow a career. I have been in different administrative roles before, and this is the first where I have found excellent training, a sense of belonging, and the opportunity to grow. I am excited to have a future here at Balentine.

What inspires you to come to work every day? 

I am inspired by supporting my team and helping our clients achieve their financial goals. In addition, I am always excited to learn new topics and I feel that I learn something new each day in the office.

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

When I am not in the office I tend to be with my best friend or with my family. I enjoy exercise, whether that is at the CrossFit gym or running on the Beltline. On weekends I enjoy exploring the city, going to my favorite brewery (Torched Hop), and visiting my parents in Auburn.

What keeps you awake at night? 

I take great pride in my work and in my personal life, so when I disappoint someone, it takes over my mind. Though there are times when there is nothing I could’ve done to change an outcome, I pause and course-correct when I have the chance.

How does your role fit into the big picture of serving clients? 

I believe my role is the foundation of how the Relationship Managers (RMs) conduct their client meetings. I am happy to do any and every task asked of me, such as putting together meeting materials or coordinating schedules, because I know it makes a difference.

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