Allegiant Private Advisors Welcomes New Wealth Advisor & Operation Specialist

Allegiant Private Advisors, a fully independent, fee-based financial advisory firm based in downtown Sarasota, has hired Michelle Cross, CFP®, CPA, CDFA®, as a wealth advisor and Karyn Nantes as an operations specialist.

“We are pleased to expand the strength of our committed team offering deep expertise, long-term vision and concierge-level service as we welcome two new team members to the firm,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Michelle’s background and philosophy aligns with our commitment as fiduciary advisors and Karyn’s role on the customer service team is vital to our team approach to customized wealth management.”

Michelle Cross, CFP®, CPA, CDFA®, has joined Allegiant Private Advisors as a wealth advisor. 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, Pennsylvania, she received her Bachelor of Science in Accounting from the University of Delaware. Michelle holds the CERTIFIED FINANCIAL PLANNER™ certification, is a Certified Divorce Financial Analyst® designee, and Certified Public Accountant currently licensed in Florida and Pennsylvania.

Karyn Nantes has joined Allegiant Private Advisors as an operations specialist. She is responsible for processing money transfers, new account setup, account maintenance, and handling client questions with the highest quality of service. Prior to joining the firm, Karyn worked for Harvest Partners Private Equity in New York and Mallitz Investment Group in Sarasota, Fla. Karyn received her Bachelor of Science in Interdisciplinary Studies in Social Science from Michigan State University.

Allegiant does not have client-advisor silos. Instead, the entire company acts as a singular team, all of whom are dedicated to providing exceptional service to all clients. The Allegiant Private Advisors team currently includes three Chartered Financial Analyst Charterholders, four Accredited Investment Fiduciary® Designees, and nine professionals who have earned the CERTIFIED FINANCIAL PLANNER™ certification. These designations are the hallmarks of advisors committed to putting client needs first.