Allegiant Private Advisors Expands by Welcoming Susan K. Bacon as Senior Operations Specialist
Contact Name: Jamie Jalwan
Contact Email: firstname.lastname@example.org
Contact Phone Number: 941-504-6162
Allegiant Private Advisors has hired Susan K. Bacon as a senior operations specialist. Bacon joined the Sarasota-based independent firm which provides fiduciary-level financial planning and investment advisory services as part of the client service team.
Bacon’s primary focus is to provide exceptional client service, while assisting the wealth advisor team with client planning projects and adhering to best practices with the client services division. She is responsible for setting up new accounts, wire transfers and account maintenance. Bacon joins Allegiant with 25 years of experience in the financial services industry. Her past professional roles include positions as a financial relationship specialist in the banking industry as well as Metlife’s wealth management division and the Prudential Advisors Group as an operations and control consultant.
The addition of Bacon’s role is the first of several new positions Allegiant plans to staff over the next year as part of the boutique firm’s ongoing commitment to maintain a high staff-to-client ratio and provide the utmost concierge-level service. Today Allegiant’s 16-member team of financial planners, analysts, investment advisors and client service professionals work together on behalf of each client through a team approach to customized wealth management.