Linda M. Ballance Director of Client Experience, Senior Registered Client Service Associate
Linda Ballance is passionate about delivering world class service through daily interactions with clients. She plans and coordinates client events, and schedules client meetings. Linda is also responsible for connecting clients to the full range of resources offered by Opal Wealth Advisors. She uses all of her expert knowledge to make sure clients receive exactly what they need. Complete dedication to each client’s success and well-being is Linda’s standout skill.
Supporting client success includes being on top of the details that make their financial lives run smoothly. At Opal, we delight in providing the highest level of personalized attention and service.
Linda previously worked at NatWest Bank as a branch banking officer and at Citibank as a business banking officer. Prior to that, she established her determination, tenacity and resourcefulness as the co-founder of Tiffany Transport International, a fine art transportation company.
Linda graduated with honors from New York College of Health Professions, earning an Associate of Occupational Studies degree. She is a certified notary public. Active in the community, Linda has been a board member for North Shore Kiwanis since 2014. She also provides volunteer services for Ronald McDonald House and Meals from the Heart.