Contact Name: Jamie Jalwan
Contact Email: email@example.com
Contact Phone Number: 941-504-6162
Sarasota, Florida – Allegiant Private Advisors, an independent firm offering fiduciary-level financial planning and investment advisory services, has hired Karen Rivot, CFP®, as a senior operations specialist.
“Our clients enjoy the strength and stability of a committed team with long-term vision, deep expertise in all phases of their financial lives, and a philosophy that all our relationships should feel like family,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “We’re thrilled to welcome Karen to the Allegiant family in a key role on our Customer Service team. Allegiant’s concierge-level service provides the utmost level of reliability and responsiveness supporting our firm’s focus on delivering the highest caliber comprehensive wealth management.”
In her new position, Rivot is responsible for assisting clients with account maintenance, client requests, money movements as well as collaborating with the Wealth Advisor Team on Financial Planning initiatives. Prior to joining Allegiant, she worked at Merrill Lynch and Suntrust Investment Services as an Investment Associate and most recently as a Client Service Manager at High Tower Advisors. Rivot received her bachelor’s degree in Psychology from the State University of New York at Oneonta and holds her CERTIFIED FINANCIAL PLANNER™ certification.
Photo Available: https://www.dropbox.com/s/k093tjyqt11e72u/Karen%20Rivot-Color.jpg?dl=0
Karen Rivot, CFP®, has joined Allegiant Private Advisors as a Senior Operations Specialist.
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