Finance

Wealth Management Firm Names New President

Allegiant Private Advisors recently promoted Benjamin Jones, who currently serves as the firm's chief investment officer, to the role of president.

12/21/2018 By Staff

Finance

Financial Adviser Named to Top 'Next-Gen' Wealth Managers List

Allegiant Private Advisors chief investment officer Benjamin Jones was recently recognized by Forbes.

08/15/2018 By Staff

New hires

Wealth Management Firm Names New Research Assistant

Sarasota's Allegiant Private Advisors recently hired Cameron Dees.

02/21/2018 By Staff

Finance

Wealth Management Firm Hires and Promotes

Allegiant Private Advisors recently hired Melissa Walsh as a wealth advisor and promoted Carl Watkins to wealth advisor director and principal.

01/16/2018 By staff

Finance

Asset Management Employee Earns Credential, Promotion

Luke Nicholas of Sarasota's Allegiant Private Advisors recently earned the chartered financial analyst credential.

04/18/2017 By staff

New hires

Allegiant Private Advisors Adds Two New Employees

William Silva and Kristina Vorndran recently joined Allegiant Private Advisors, Silva as a research assistant and Vorndran as a financial planning assistant.

08/29/2016 Research by staff

Growth

Wealth Management Firm Opens Second Office

Sarasota's Allegiant Private Advisors recently opened its second office location.

08/04/2016 Research by staff

Nonprofits

Habitat for Humanity Adds Board Members

Habitat for Humanity Sarasota recently announced the addition of two new members to its Board of Directors: Lynn Kisser and Carl Watkins.

06/02/2016 Research by staff