Michelle Cross

Wealth Advisor

Michelle Cross, CFP®, CPA, CDFA®, AIF®, joined Allegiant Private Advisors as a Wealth Advisor in 2019. Having worked in the financial services industry since 2002, her role at Allegiant focuses on a holistic advisory approach, guiding client families through all areas of financial planning to help define and achieve their financial goals. Michelle previously worked for Deloitte & Touche’s investment management audit group and spent several years as an audit manager at a large local CPA firm before becoming an independent financial planner. Originally from Philadelphia, PA, she received her Bachelor of Science in Accounting from the University of Delaware. Michelle holds the CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary® designation, is a Certified Divorce Financial Analyst® designee, and Certified Public Accountant currently licensed in Florida and Pennsylvania.

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