Where Ballantyne neighbors, stories, and businesses come together
November 2026 issue · Read it online
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Financial advisors, insurance agents, wealth managers, and financial services professionals based in Ballantyne and south Charlotte. Profiles of local practitioners, not national brand advertising.
Ballantyne Country Club resident Marcia Dawood has a new book, Unapologetic Wealth, about the beliefs that shape how people think about money.
Stroll Ballantyne Country Club·Nov 6, 2026
Emily Ryon got into estate planning after doing her own and feeling the relief of knowing her daughter was protected. Now she helps families who have put it off. A paid Partner Spotlight.
Stroll Ballantyne Country Club·Oct 13, 2026
A fresh look at the Transamerica Agency Network through Ballantyne neighbor Gabby Starr, whose work helps families navigate financial protection with clarity, compassion, and real local care.
Nell Thomas·Nov 28, 2025
A deep look at The Lanphier Record Group's family-first approach to long-term wealth planning in Ballantyne, values, clarity, and client partnership at the center of every decision.
Nell Thomas·Nov 22, 2025
Smart Mortgage brings clarity, transparency, and real guidance to Ballantyne borrowers. Here’s how they help residents understand their loan options with confidence.
Nell Thomas·Nov 21, 2025
R&C Insurance Group takes a family-first, bilingual approach with free plan reviews and flexible support. Start with a conversation, not a sales pitch.
Nell Thomas·Oct 12, 2025
Bilingual mom and insurance pro Maria Sofia Davis swaps office cubicles for Zoom calls, helping Charlotte families protect what matters, in English, Spanish, and toddler background noise.
Jack Beckett·May 29, 2025
