Helen M. Raymond

Senior Operations Specialist

Helen joined Allegiant Private Advisors in 2005. She is responsible for processing money transfers, new account setup, account maintenance, and handling client questions with the highest quality of service. In addition, Helen is the firm’s expert for online access and technical support. Originally from Massachusetts, she was a life insurance underwriter at John Hancock and later served fifteen years overseeing the annuity/life insurance customer service and training departments at Fidelity Investments Life Insurance Co. Helen has her Bachelor’s degree from Springfield College.

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