Fanitta R. Ballard
Client Service Specialist
Fanitta has been with Balanced Financial Concepts since 2008.
She is integral to the team, as she is responsible for all new and existing client service administration. She oversees business processing, client service, account maintenance, and account-related inquiries. She has a bachelor’s degree in Liberal Arts with a focus on Graphic Design from Cleveland State University. It is Fanitta's critical eye and attention to detail which makes her an asset here at Balanced Financial Concepts.
You can contact Fanitta directly if you have questions regarding:
Account maintenance or transition for existing clients, account paperwork, changes to accounts or account updates
Tracking account activity and getting updates on recent account maintenance
In-force insurance policies and in-process insurance applications
Fanitta lives in Solon with her daughter, Mckenzey, and enjoys laughing, painting, baking, cooking, outdoors, and family.