Sarasota, Florida – Allegiant Private Advisors is pleased to welcome Melissa Walsh, Chartered Financial Analyst® (CFA®) to the firm as a Wealth Advisor. The company is strongly poised for additional growth this year, also announcing the promotion of Carl Watkins to Wealth Advisor Director and Principal.
“I’m thrilled to expand our expert team of well-credentialed advisors who share our company’s dedication to technical excellence, concierge-like customer service and customized wealth management,” said Marty Kossoff, Allegiant Private Advisors President. “Melissa has proven herself in this field for 10 years, while Carl deserves this promotion and appointment to Principal as he is an incredible asset to our client families and internal team since joining Allegiant several years ago. We’re hitting the ground running this New Year with a collaborative team approach uniquely prepared to help clients define and achieve their financial goals.”
Melissa Walsh’s experience in the financial services industry began in 2008, and has included relationship management, investment analysis, and financial advising. Walsh graduated with high honors from the University of Michigan in 2007 with a bachelor’s degree in Organizational Studies, holds her Chartered Financial Analyst® designation and is currently pursuing the Certified Financial Planner™ certification.
Carl Watkins has served in the financial services industry since 2007. He joined Allegiant Private Advisors in 2014 as a Certified Financial Planner™. He is a Certified Divorce Financial Analyst™ and holds his Accredited Investment Fiduciary® designation. In his new role as Wealth Advisor Director, Watkins will lead the Wealth Advisor team. A Sarasota native, Watkins earned his bachelor’s degree from Florida State University.
Caption: Melissa Walsh CFA® has joined Allegiant Private Advisors as Wealth Advisor.
Caption: Carl Watkins CFP® / CDFA™ / AIF® has been promoted to Wealth Advisor Director and Principal at Allegiant Private Advisors.
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations and foundations. The experienced team manages assets conservatively on a fiduciary basis. Unique investment strategies based on proprietary research are developed for each client family, complimented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visitwww.allegiantpa.com.
Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser.