Subscribe to Emails

Please type your full name.
Invalid Input
Invalid email address.

Allegiant Welcomes Susan K. Bacon

Allegiant Private Advisors has welcomed Susan K. Bacon as a Senior Operations Specialist on our Client Service team.

Susan'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. Susan 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 Susan's role is the first of several new positions Allegiant plans to staff over the next year as part of our 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.

Please join us in welcoming Susan to your Allegiant team!

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

Email Updates

Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser

© 2021 Allegiant Private Advisors. All rights reserved. | Website Privacy Policy | ADV | CRS