Melissa Walsh joined Allegiant Private Advisors in 2018. Melissa’s focus is helping clients define and achieve their financial goals through a comprehensive financial planning process which constantly evolves. Melissa’s experience in the financial services industry began in 2008, and has included relationship management, investment analysis, and financial advising. Melissa graduated with high honors from the University of Michigan in 2007 with a B.A. in Organizational Studies. She holds her Chartered Financial Analyst® designation, is an Accredited Investment Fiduciary®, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
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