Allegiant Private Advisors, an independent firm offering fiduciary-level financial planning and investment advisory services, today announces the promotion of Benjamin W. Jones, CFP®, AIF® to the role of President. Jones, who currently serves as Allegiant’s Chief Investment Officer, will formally transition into the leadership position by the year-end. Allegiant Private Advisors Co-Founder Martin Kossoff, CFP®, AIF®, who has served as President since the firm was established in 1997, will assume the role of Chairman.
“Our commitment, rooted in a unique team approach to customized wealth management, remains resolute,” said Jones. “Under Marty’s leadership, Allegiant was created as a company with staying power, permanence and lasting value, employing a talented team who believes in the vision to create, enhance, and maintain the most trusted independent financial advisory firm in the region. I look forward to leading the firm as we continue to serve, advise and guide our clients and their families for generations to come.”
“Ben’s professional ascension through the years has been a great success story on many levels. This promotion and management succession plan is a natural internal leadership transition,” continued Kossoff. In Kossoff’s new role as Chairman, he will step back from the daily workflow and management of the firm, but continue to be involved with a focus on enhancing the company’s performance, growth and efficiency.
Jones joined Allegiant Private Advisors in 2005, and has been active in the community through local non-profit organizations and professional associations including the Lakewood Ranch Business Alliance, Young Leaders Alliance, the Greater Sarasota Chamber of Commerce and Forty Carrots Family Center. He is an alumnus of Leadership Sarasota, was named to the prestigious 40 Under 40 list by the Gulf Coast Business Review in 2009, and recognized in Forbes’ Top 1,000 Next-Generation Wealth Advisors List in 2018. Jones graduated from Bates College with a dual degree in Economics and East Asian Studies. He has earned his CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Investment Fiduciary® designation.
Photo Available: Benjamin W. Jones, CFP®, AIF® has been promoted to President of 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
For additional information contact Jamie Jalwan by email at firstname.lastname@example.org or 941-365-3745.