Financial services firm names director


  • By
  • | 9:57 p.m. January 23, 2018
  • | 0 Free Articles Remaining!
  • Manatee-Sarasota
  • Share

SARASOTA — Sarasota-based Allegiant Private Advisors promoted Carl Watkins to wealth adviser director and principal.

Watkins has worked in the financial services industry since 2007, according to a press release. He joined Allegiant in 2014 as a certified financial planner. He's also a certified divorce financial analyst and holds an Accredited Investment Fiduciary designation.

The firm also hired Melissa Walsh as a wealth adviser. According to a press release, her experience in the financial services industry began in 2008. She holds a Chartered Financial Analyst designation and is pursuing Certified Financial Planner certification.

 

Continue reading your article
with a Business Observer subscription.
What's included:
  • ✓ Unlimited digital access to BusinessObserverFL.com
  • ✓ E-Newspaper app, digital replica of print edition
  • ✓ Mailed print newspaper every Friday (optional)
  • ✓ Newsletter of daily business news

Latest News

  • December 15, 2025
Lee Health CEO to step down

Sponsored Content