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Andrew Ballentine

Andrew Ballentine - Financial PlannerAndrew Ballentine is a Financial Planner with Nelson Financial Planning and a FINRA registered representative. Mr. Ballentine joined the firm on September 14th, 2009.

Mr. Ballentine holds various securities licenses including, Series 7 – General Securities Representative, Series 24 – General Securities Principal, Series 6 – Investment Company & Variable Contracts, Series 63 – Uniform Securities Agent State Laws and Series 65 – Uniform Investment Adviser Laws, and also a State of Florida Life, Health & Variable Annuities License.

Prior to joining NFP, Mr. Ballentine worked in the securities business for several different firms, ranging from consulting with major institutions on their retirement plans to working with individuals on their personal financial goals.

Andrew earned his B.S. in Food & Resource Economics with a Minor in Business Administration from the College of Agriculture and Life Sciences at the University of Florida. Additionally, Andrew also earned his M.A. in Agribusiness from the Graduate School at the University of Florida and served as a graduate assistant for Finance and Investment courses. Mr. Ballentine is a 2015 cum laude graduate of the Florida Agricultural and Mechanical University College of Law.

Mr. Ballentine also serves as the Board President for his community’s Homeowners Association and previously as the Secretary of the Board. His responsibilities include managing the legal, finance and investment aspects for the association. Mr. Ballentine also serves as a treasurer for Vorg, Inc., which is a non-profit dedicated to promoting animal welfare.

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What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

Contact Us

Formerly Nelson Investment Planning Services (NIPS)

Nelson Financial Planning Inc. offers securities through Nelson Ivest Brokerage Services Inc., a member of FINRA and SIPC.

407.629.6477

Additional information about FINRA membership may be obtained at www.finra.org or calling 301-590-6500

Additional information about SIPC membership may be obtained at www.sipc.org or calling 202-371-8300

  • Nelson Financial Planning
    407.629.6477
    Local Financial Planning Service in the Orlando Area
    423 Country Club Drive, Winter Park, FL 32789
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