ARTICLE
Sarasota, Florida – Allegiant Private Advisors, an independent customized wealth management firm, is pleased to announce that Wealth Advisor Melissa E. Walsh, CFA, CFP® has earned the CERTIFIED FINANCIAL PLANNER™ certification. “With more than a decade of financial services experience behind her paired with a resolute approach and commitment to client success, Melissa’s contributions to our wealth management team have been invaluable since she joined the firm earlier this year,” said Allegiant Private Advisors President Martin Kossoff, CFP®, AIF®. “We’re proud of her latest achievement, certification which verifies rigorous professional standards in addition to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence on behalf of clients.” Walsh joined Allegiant Private Advisors in 2018. Her focus is helping clients define and achieve their financial goals through a comprehensive financial planning process which constantly evolves. 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. She holds her Chartered Financial Analyst® designation in addition to the CERTIFIED FINANCIAL PLANNER™ certification. Photo Available: https://www.dropbox.com/s/348ktyf0poy800a/APA_Walsh_3x4HI_RGB.jpg?dl=0 Allegiant Private Advisors Wealth Advisor Melissa E. Walsh, CFA, CFP® has earned the CERTIFIED FINANCIAL PLANNER™ certification. 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