Founder & Executive Chairman Roy Ballentine, ChFC, CFP®, and President & CEO Drew McMorrow, MBA, CFP®, were featured in the February 2019 issue of Bob Veres’ Inside Information about their presentation at the 2018 Insider’s Forum conference. The article captures key points from the presentation, lessons learned from the succession planning process Roy and Drew undertook and a framework to follow for your own succession planning.

Read the entire article in Inside Information, available by subscription at Subscriptions start at just $349 a year for first-year subscribers.

Roy is the Executive Chairman and Founder of the firm. Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training our team members.  Roy graduated from Yale University with a B.A. and an M.S. He is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has practiced as a fee-only financial advisor since 1984. Roy has been named repeatedly by Worth Magazine as one of the top 100 financial advisors in the United States.  Roy has served for many years on the Board of Trustees of Brewster Academy, a private secondary school located in the heart of Wolfeboro, NH. He is currently serving as the Chairman of the Board and Chair of the Investment Committee. Roy serves as a Trustee of the Wolfeboro Area Children’s Center in Wolfeboro, NH. Roy is a member of the statewide Board of Directors of the New Hampshire Charitable Foundation and serves on the Investment Committee. Learn more about Roy Ballentine.

Drew is President & CEO of the firm and is responsible for the day-to-day management of the company. He also continues to consult with families on all aspects of their financial lives. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, Drew leverages his consulting background to help families with their direct ventures and real estate opportunities. He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy. Learn more about Drew McMorrow.

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