Elizabeth Ballantyne - Oakvest Group
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Elizabeth

Elizabeth Ballantyne is a dedicated member of the Oakvest Group, responsible for the execution of account transfers and wealth consolidation. Her attention to detail ensures a timely and seamless transfer of accounts, while alleviating the concerns and stress associated with opening new accounts, transferring assets, beginning new relationships and consolidating high net worth wealth.

Educated in Economics and Communication Studies, Elizabeth began her career in the financial services industry in 2003. Detail oriented and highly organized, she strives to exceed expectations at every interaction. She credits the Oakvest Group’s team approach as being a contributing factor to client and colleague satisfaction.

Elizabeth efficiently and competently answers client questions and prepares client presentations, while coordinating data organization, office calendars and events. Her “Client First” approach makes her an invaluable part of successful wealth management and the Oakvest Group.

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