Susan K. Bacon

Senior Operations Specialist

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.

Learn More about Susan & Allegiant’s Team Approach

Imagine financial advisors who feel like family, specifically an entire extended family. Wouldn't it be helpful to have a select group of trusted confidantes who can be counted upon to handle the most personal aspects of life?Our experts at Allegiant...
As we approach the end of the year, even in 2020, it seems we start making more lists. Hopefully current Allegiant clients are fully aware of the variety of services we can help advise about. However, sometimes when clients begin the financial planni...
Allegiant Private Advisors has increased the firm’s philanthropic contributions in response to the economic effects of the coronavirus outbreak. The Sarasota-based independent firm which provides fiduciary-level financial planning and investment advi...

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