Kristina Eastmond & Melissa Walsh, CFP®, CFA, AIF®, Earn Promotions and Appointment as Principals at Allegiant Private Advisors

We’re pleased to announce that Kristina Eastmond and Melissa Walsh, CFP®, CFA, AIF®, have been named principals at Allegiant Private Advisors. Both finance professionals have also earned promotions within their respective divisions of our independent firm offering fiduciary-level financial planning and investment advisory services. Kristina has been promoted to Director of Client Service and Melissa to Senior Wealth Advisor.

“Our team approach to customized wealth management focuses on assembling and retaining an exceptional family of colleagues who share a dedication to client success,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Allegiant is a boutique firm, built to be our clients’ advocate, thanks to professionals who always work in each client’s best interests. We’re incredibly fortunate to have Kristina and Melissa as key leaders in the firm’s—and our clients’—future success.”

KBFS Bio EastmondKristina Eastmond joined APA in 2014 and oversees the concierge-level client services at Allegiant Private Advisors. Through daily collaborations with the firm’s Wealth Advisor, Investment Research and Client Service teams, Kristina is able to proactively monitor and address clients’ needs and provide personalized solutions in a timely manner. Areas of oversight include client onboarding, asset transfers, account maintenance, cash management, account succession and establishing best practices to increase operational efficiencies. Prior to joining the firm, she worked at Suntrust Investment Services as an Investment Associate, and Donaldson Lufkin & Jenrette (DLJ) in New York as a Vice President for the Investment Banking IT division. Kristina received her B.S. in Business Management from Rider University in Lawrenceville, New Jersey.

APA Walsh 3x4HI RGBHaving joined Allegiant Private Advisors in 2018, Melissa Walsh’s focus is helping clients define and achieve their financial goals through a comprehensive financial planning process which constantly evolves. Her experience in the financial services industry began in 2008, and has included relationship management, investment analysis, and financial advising. Melissa graduated with high honors from the University of Michigan in 2007 with a B.A. in Organizational Studies. She holds her Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary® designation.