Andrew Ballentine: Your Expert Financial Advisor

Andrew Ballentine is a Financial Planner with Nelson Financial Planning and a FINRA registered representative. Mr. Ballentine joined the firm on September 14th, 2009.

Mr. Ballentine holds various securities licenses including, Series 7 - General Securities Representative, Series 24 - General Securities Principal, Series 6 - Investment Company & Variable Contracts, Series 63 - Uniform Securities Agent State Laws and Series 65 – Uniform Investment Adviser Laws, and also a State of Florida Life, Health & Variable Annuities License.

Prior to joining NFP, Mr. Ballentine worked in the securities business for several different firms, ranging from consulting with major institutions on their retirement plans to working with individuals on their personal financial goals.

Andrew earned his B.S. in Food & Resource Economics with a Minor in Business Administration from the College of Agriculture and Life Sciences at the University of Florida. Additionally, Andrew earned his M.A. in agribusiness from the graduate school at the University of Florida and served as a graduate assistant for finance and investment courses. Mr. Ballentine is a 2015 cum laude graduate of the Florida Agricultural and Mechanical University College of Law.

Mr. Ballentine also serves as the Board President for his community’s Homeowners Association and previously as the Secretary of the Board. His responsibilities include managing the association's legal, finance, and investment aspects. Mr. Ballentine also serves as a treasurer for Vorg, Inc., a non-profit dedicated to promoting animal welfare.

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Testimonials

I've worked with the team at Nelson Financial Planning since 2007 and I have always felt like I received great advice and service. The team really cares and is always ready to provide support and answer my questions quickly. Joel really knows his stuff and I trust... Read More
Esteban Garcia
Highly recommend Joel and his team at Nelson Financial Planning (NFPs). My husband and I knew we needed a financial adviser, but did not know whom we could trust. Some trusted friends recommended we speak with Joel, they have used the company for years... Read More
Cathy Matthews
I started working with Nelson Financial in my early twenties. They were the only firm I could find that was willing to work with me at the small level of investment I could afford at that age. Now as I am in my mid-forties, I cannot say enough good things about them. They have... Read More
Jonathan Kamin
Nelson Financial Planning is the far superior team for investment and financial planning. Joel Garris and the Nelson Financial Planning team are unique in many ways. First, they do not constantly trade our account for commissions—benefiting their bottom line more than ours. Second... Read More
Roger Bing
We decided to become clients because we needed to organize our finances much better. I wanted my wife to have a good place to go for advice if I could no longer be there. They are always ready to answer questions and give advice. They assisted us with a knotty situation a couple of years ago.
Richard Musgrave
We have been with Nelson Financial Planning for over ten years. Joel Garris takes the time to get to know you and your situation, which enables him to provide a plan personalized to your specific needs and goals. Joel and his team are always responsive and... Read More
Patti Cervino

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.
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