Children, Grandchildren and/or Great-Grandchildren of Allegiant Clients are Eligible and Encouraged to Apply to Allegiant's Annual Scholarship Program
Allegiant Private Advisors gives back to the community in many ways, and there is a particular focus on education and children among our staff. We also believe that the most important thing to our clients is the health and well-being of their family. Our scholarship program is particularly designed to heighten the awareness of personal financial planning and fiscal responsibility for graduating high school seniors. What better way to help your children focus on their own financial success.
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 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 $1,500.
Application Process: Student must satisfactorily complete the following:
All of these are required for the application to be considered.
The Selection Process: An Advisory Committee will review the entire application. All applicants’ names will be removed from the selection process to insure objectivity. Employees and families of Allegiant Private Advisors and Kerkering Barberio, CPA 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.
The deadline for receipt of application is April 26, 2019
The final award will be made by May 28, 2019
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.
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.
Please feel free to contact our office if you have any questions about the scholarship program: (941) 365-3745.
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