Allegiant Private Advisors gives back to the community in many ways, a commitment established and honored since the firm was founded more than two decades ago. Recognizing that the most important thing to our clients is the health and well-being of their family and striving to ignite a discussion about financial responsibility with younger generations, the Allegiant team created our annual scholarship program in 1998.
The scholarship program is designed to heighten the awareness of personal financial planning and fiscal responsibility for graduating high school seniors. What better way to help your children or grandchildren focus on their own financial success?
It is our goal to continuously enhance the long-term relationships we have with our clients and their family members. We hope you will encourage eligible family members to participate in this opportunity.
Eligibility: The scholarship is available to any graduating high school or currently enrolled college student who is a child, grandchild and/or great-grandchild of a current Allegiant client. The high school student must have plans to attend any post-secondary educational institution. The scholarship will be awarded directly to the student in the amount of $2,500.
Application Process: Student must satisfactorily complete the following:
The Selection Process: An Advisory Committee will review the entire application. All applicants' names will be removed from the selection process to ensure objectivity. Employees and family members of Allegiant Private Advisors and Kerkering Barberio are not eligible for the scholarship.
Distribution: The scholarship will be paid directly to the award recipient. This scholarship is not needs-based.
We are delighted to offer this benefit for our clients. If you would like more information, please contact our office or click here to download the application.
Deadline for Receipt of Application: May 15, 2021
(The final award will be made by June 15, 2021.)
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser