Allegiant Promotes Helen Raymond to Senior Operations Specialist


KBFS Bio RaymondAt Allegiant, one of the region’s top independent wealth management firms, our clients can expect an exceptional level of caring, professional, and personalized concierge assistance. We treat our clients like family, and work closely with each family to service their various financial needs. We focus on hiring – and retaining – the best-qualified, detail-oriented professionals to ensure every request is handled with the utmost care by our Wealth Management, Investment and Client Services teams.

This month, Allegiant Private Advisors is proud to announce the promotion of one of our own long-time special team members. Helen Raymond has been promoted to the position of Senior Operations Specialist, a vital role on our Client Services team.

“I’m thrilled to recognize Helen with this well-deserved promotion,” said Allegiant Private Advisors President Martin Kossoff, CFP®, AIF®. “With nearly 14 years of remarkable performance and professionalism, our leadership team felt it was time to acknowledge her incredible teamwork and dedication to our clients and company. Helen will continue to serve as a key player within our firm, ensuring we continue to provide concierge-level service along with our customized wealth management.”

Helen is responsible for most of Allegiant Private Advisors’ customer service operations in addition to serving as the firm’s expert for online access and technical support. (Another important role our clients always seem to appreciate!)

Click here to learn more about Helen and the entire Allegiant Private Advisors team.