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Sarasota, Florida – Allegiant Private Advisors is announcing the promotion of Helen Raymond to the position of Senior Operations Specialist. “I’m thrilled to recognize Helen with this well-deserved promotion,” said Allegiant Private Advisors President Martin Kossoff, CFP®, AIF®. “With nearly 14 years of remarkable performance and professionalism, our leadership team felt it was time to acknowledge her incredible teamwork and dedication to our clients and company. Helen will continue to serve as a key player within our firm, ensuring we continue to provide concierge-level service along with our customized wealth management.” Raymond is responsible for most of Allegiant Private Advisors’ customer service operations. In addition, Raymond is the firm’s expert for online access and technical support. Originally from Massachusetts, she was a life insurance underwriter at John Hancock and later served fifteen years overseeing the annuity/life insurance customer service and training departments at Fidelity Investments Life Insurance Co. Raymond earned her bachelor’s degree from Springfield College. Photo Available: https://www.dropbox.com/s/nzswmfnuwomvzcs/APA_Raymond_3x4HI_RGB.jpg?dl=0 Caption: Helen Raymond has been promoted to Senior Operations Specialist 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 visit www.allegiantpa.com. Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser