The strength and experience of our wealth advisors, financial analysts, and client service professionals—along with a proven long-term philosophy and focus on concierge service—form the bedrock of Allegiant’s client-centric approach. Customized financial solutions developed for each client are based on our independent thinking, proprietary research, and a team structure that considers every angle.
We look forward to welcoming you into our family, and earning our place in yours.
INVESTMENT MANAGEMENT
Paul B. Cantor
CERTIFIED FINANCIAL PLANNER™
Benjamin W. Jones
CERTIFIED FINANCIAL PLANNER™
Luke Nicholas
CERTIFIED FINANCIAL PLANNER™
WEALTH MANAGEMENT
Melissa Walsh
CFP® / CFA® / AIF®
Principal, Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Carl A. Watkins
CFP® / CDFA™ / AIF®
Principal, Director of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Kristina (KJ) Vorndran
MS / CFP® / CRPC®
Master of Science Degree, Personal Financial Planning, Paraplanner
CERTIFIED FINANCIAL PLANNER™
CLIENT SERVICES
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
