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Clifton Dortch

Relationship Manager at Balentine

Clifton Dortch, Jr., J.D., LL.M., serves as a Relationship Manager at Balentine, a wealth management firm based in Atlanta, Georgia. In this role, he is responsible for coordinating client interactions and facilitating communication between clients and internal as well as external advisors. He also plays a significant part in planning and moderating client events and informational workshops.134

Dortch has a strong background in wealth planning and advisory services, having previously worked for over six years at Wells Fargo as a Wealth Planner and Wealth Advisor. His educational credentials include a Juris Doctor (J.D.) and a Master of Laws (LL.M.).23 This combination of legal and financial expertise enables him to provide comprehensive advice to clients, ensuring their wealth management needs are met effectively.

For more detailed information about his professional background, you can view his LinkedIn profile here .4

Related Questions

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Clifton Dortch
Clifton Dortch, photo 1
Clifton Dortch, photo 2
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Location

Atlanta Metropolitan Area