Genevieve is a Senior Wealth Advisor in our High Net Worth practice, which serves clients with $3.5 million or more of investment assets. She works closely with individuals and families to provide comprehensive financial planning and investment management solutions. She is a strategic partner to her clients, assisting and helping them to shape their goals, from building wealth to savings for college, planning for retirement, working through a divorce, charitable donation planning, and discussing estate planning and wealth transfer to future generations.
Genevieve joined Ballentine in 2022 with over 17 years of experience across the fields of accounting, insurance, investments, financial planning, and wealth management. Most recently, she was a Senior Financial Advisor at HBKS Wealth Advisors. Genevieve began her career as an auditor working with several BDO alliance firms.
Genevieve received her bachelor’s degree in Accounting from the University of Central Florida and her master’s in Accounting from Walden University. She also has a deep philanthropic background; she was the previous Chair of Impact100 Martin, Inc. and is currently on the Board of Impact the Palm Beaches as Membership Committee Vice Chair. Genevieve is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Fraud Examiner (CFE), and a Certified Divorce Financial Analyst (CDFE).
Genevieve, her husband, and their two boys live in Palm Beach Gardens, Florida. In her free time, Genevieve enjoys spending time with her family, painting, traveling, and diving.