Susan joined Allegiant Private Advisors in 2020 as a Senior Operations Specialist. Her primary focus is to provide exceptional client service, while assisting the wealth advisor team with client planning projects and adhering to best practices with the client services division. She is responsible for setting up new accounts, wire transfers and account maintenance. Prior to joining Allegiant, Susan worked in the financial services industry for over 25 years. Her past professional experience includes roles as a Financial Relationship Specialist in the banking industry as well as Metlife’s wealth management division and the Prudential Advisors Group as an Operations and Control Consultant.
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