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Allegiant Private Advisors Welcomes Three Team Members while Surpassing $1 Billion in Assets Under Management Contact Name: Jamie Jalwan Contact Email: jamie@allegiantpa.com Contact Phone Number: 941-504-6162 Sarasota, Florida – Allegiant Private Advisors, a Sarasota-based independent firm that recently surpassed one billion in assets under management, has welcomed three new team members: Administrative Assistant Ali Hays, Paraplanner Tucker Horsley and Senior Operations Specialist Shana Thomas. “The Allegiant team remains committed to operating – and most importantly serving our clients – as a billion-dollar ‘boutique,’” explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “We’re excited to welcome Ali, Tucker and Shana because they share a finite focus on client success and to ensure we maintain our high staff-to-client ratio.” Allegiant’s full-time staff of 19 provides fiduciary-level financial planning and investment advisory services through a team approach that considers every angle and delivers comprehensive wealth management. Working as the firm’s administrative assistant, Ali Hayes performs clerical and administrative support functions related to office operations. She joined Allegiant with more than a decade of experience working in hospitality and financial services with a strong background in customer relations. Today Hayes focuses on serving Allegiant’s clients, colleagues and community with a focus on concierge-level service. She earned her Bachelor’s Degree from Western Kentucky University in Communications with a minor in Sales and Marketing. As a paraplanner on Allegiant’s Wealth Management team, Tucker Horsley provides financial planning support and assists with client service. His key responsibilities include coordination of planning tools, data complication and analysis, report preparation and the management of financial planning software. Horsley also assists with the implementation of workflows and procedures to improve efficiency and enhance the client experience. He graduated summa cum laude from the University of North Florida with a Bachelor of Business Administration degree in Finance and Financial Planning. Senior Operations Specialist Shana Thomas brings more than 15 years of experience in the financial services industry to Allegiant. Today her primary focus is to deliver exceptional client service while exercising her keen eye for efficiency, organization and accuracy in operational processes and procedures. Shana’s previous professional experience includes positions as Retail Team Leader/Training Coordinator at Orlando Credit Union and Director of Operations for ePaymentAmerica in addition to Branch Operations Specialist, Client Service Manager and Personal Banker roles at regional and national banks. To learn more about the Allegiant’s team and the firm’s approach to holistic wealth management, visit allegiantpa.com. Photos Available: Ali Hayes: http://clicks.weblinkinternational.com/ls/click?upn=2vLz-2BccvG2sCqUyCoj6YZFQ28qKUkazR7EQZjn9-2FxQV7g2q8begrVohw3D60a4rXtiYHWrxt3JBZtKoUxKjWkhA5CkH0WoWsCnvFGAWKUAojNcXsU7JkZ8v1nZVO1rQl7KH7_FQC2LT8GxayrM161hhHVAvMj-2BxELwhZ6JXx-2F9NPRX5eoazOEswajMZEnyIqRRQWAFhxCkovMVHbIpNrrePOk2yOYetNwI0h1e3NXQ-2FcwKKOwQBcNaNs5gyMC7ikioCyzqHc6kKfM2SePh-2FbA8CHMl1gQHL-2B6amoOIw9r8KDhZglTqj8mlaa-2F-2FB5tV01lRIcP3mir7Bc1kO22zbT9uBtCq7XE8rl1SFP2u7vDudNGFeyP08xs4Ocn7rcyrDqINrNe Tucker Horsley: http://clicks.weblinkinternational.com/ls/click?upn=2vLz-2BccvG2sCqUyCoj6YZFQ28qKUkazR7EQZjn9-2FxQUgMbyCuyMi9Dz9SgkAxT7BBOEHwI9UJEF2fT3K0h-2Fmyn5f9sz-2FhbxbpukvxnmQHUDTxI9pwEFpI5CHBc5yv0wfBGAf_FQC2LT8GxayrM161hhHVAvMj-2BxELwhZ6JXx-2F9NPRX5eoazOEswajMZEnyIqRRQWAFhxCkovMVHbIpNrrePOk2w10XRbYT06iS1c3DLlRvTHKVNGG4SjPdxCuC5GQK8Goov-2F-2FCI1tXROYQ4oKILpi5AQaeBI55drLyafniXxM6P3Br-2FXu6fBj6-2BsEY1i15tJ9vMfbrlL6V8GN-2F5BTwVjwJwbcK-2BJENvtpyVZXk9xs2b19EIrPn-2Bo14BtSdDVyiW3k Shana Thomas: http://clicks.weblinkinternational.com/ls/click?upn=2vLz-2BccvG2sCqUyCoj6YZFQ28qKUkazR7EQZjn9-2FxQU9LlVtno4LxRNDEnYF8fdUuWOC7krA1NHsQDU1ZYYNedCxkYLucPehE-2FnwgyPSBtg-3DYL8a_FQC2LT8GxayrM161hhHVAvMj-2BxELwhZ6JXx-2F9NPRX5eoazOEswajMZEnyIqRRQWAFhxCkovMVHbIpNrrePOk2yFkrMk7LFOl6kkg3Yjhe2iqvSbzDyDDXx1uUdNBy-2BOhRrfcroh8uAEi08KweqYvYjzrpoQkSKMiRFlIWRKms15YEXSWzqa-2BUY3ag0MJff1RvLAH8ebyWOeKgrsBZBkMWH-2F9Ufjwqe6Mc1XqDmU9M2uvjqvdkVNN80N2ZxYa-2BaCs Photo Caption: Allegiant Private Advisors, a Sarasota-based independent firm that recently surpassed one billion in assets under management, has welcomed three new team members: Administrative Assistant Ali Hays, Paraplanner Tucker Horsley and Senior Operations Specialist Shana Thomas. 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. Personalized investment strategies based on proprietary research are developed for each client family, complemented 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 Allegiant Private Advisors, LLC, a Registered Investment Adviser