Ballantyne Magazine covers news, events, real estate, restaurants, shopping, health, schools and business in the upscale Ballantyne Area of Charlotte, NC.
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BALLANTYNE special fi nancial planning advertising section Jim Cantalupo Ballantyne Location Ranks Number One Among Merrill Lynch Offi ces in U.S. Only four years after opening, the Ballantyne Merrill Lynch office has been ranked first among 640 Merrill Lynch offices across the country. Located in the Hixon Building in Ballantyne Corporate Park, the office attained the top spot based on a company survey of 14 corporate attributes. The reason for this honor is the extraordinary quality of the operation's 28 financial advisors, all of whom were handpicked by Manager Jim Cantalupo for their relationship-management skills and specialized professional designations earned through advanced post- graduate coursework. This unusual pool of talent has developed a uniquely collaborative approach that enables them to provide a wide array of financial services that engenders deep client relationships. Specialized designations in the office cover a broad spectrum, including Certified Financial Planner, Certified Financial Manager, Certified Investment Management Analyst, Retired Charter Analyst and Chartered Retirement Specialist. This deep expertise makes the Ballantyne office adept at servicing the needs of senior executives of publicly traded companies via a financial advisor who specializes in company stock options. The office is also conversant with managing the investments of physicians and physician groups, as well as entrepreneurs and small to medium-sized business owners. Also, since Merrill Lynch is a Bank of America corporation, clients have the added benefits of one of the strongest corporate cash management systems in the world, great commercial lending facilities and a wide array of retirement-plan options for businesses of all sizes. The process with new clients begins with a comprehensive financial review. To learn more or set up an initial consultation, Jim Cantalupo invites you to contact him at 704-577-6699 or Jim_Cantalupo@ml.com. 64 BALLANTYNE MAGAZINE Jimmy Allison Advisor Jimmy Allison Creates Financial Road Maps for Clients For Charlotte native James "Jimmy" Allison, assisting others is about creating road maps that help prepare them for their future. As a financial advisor with HF Financial, an industry leader in the Charlotte market for 75 years — Jimmy thrives on tailoring strategies to help his clients reach their financial goals by working as a team, incorporating his entrepreneurial background and building valuable partnerships. These are qualities that enabled Jimmy to help develop Carolina Premier Wealth Management, a strategic alliance with Carolina Premier Bank. Jimmy believes in the principles of integrity, conviction, accountability and service to others. Prior to his career in financial services, he spent 13 years in his family business, eventually becoming owner. He has parlayed his years of business experience into helping small business owners and families develop financial strategies. In addition, Jimmy speaks at area schools to help educate parents and students about college grants and scholarships. Jimmy takes pride in working with clients to address concerns they have and to prepare a sound strategy to help them determine: future financial goals, monthly cash flow, insurance needs, college-savings needs and asset allocation — always focusing on tax efficiency and minimizing "money erosion." Jimmy's goal is to give each client overall peace of mind while guiding them to a secure future. To reach him, call 704-999-8508. Jimmy also offers securities, investment advisory and financial planning services through MML Investors Services Inc., a member of the Securities Investor Protection Corporation. HF Financial, a general agency of Mass Mutual Life Insurance Co., is located in SouthPark at 6000 Fairview Road, Suite 400, and can be reached at 704-557-9600. CELEBRATING TEN YEARS 2000-2010 FALL 2010