Portfolio Manager Luke Nicholas CFA / CFP® Earns the CERTIFIED FINANCIAL PLANNER™ Designation

APA Nicholas 3x4HI RGBAllegiant Private Advisors is pleased to announce that Portfolio Manager Luke Nicholas, CFA, CFP® has earned the CERTIFIED FINANCIAL PLANNER™ designation.

Luke joined Allegiant Private Advisors in 2013. In his role as portfolio manager and member of the firm’s Investment Committee, he is responsible for using internally-generated research to tailor customized investment portfolios for each client. Prior to joining Allegiant Private Advisors, Luke graduated from the Honors Program at The University of Florida with a bachelor’s degree in Finance. Luke holds his Chartered Financial Analyst® designation in addition to having earned his CERTIFIED FINANCIAL PLANNER™ accreditation in the summer of 2018.

Allegiant’s team approach to customized wealth management with concierge-level service is rooted in recruiting and retaining consummate professionals who possess important industry credentials as well as the utmost character. We’re proud of Luke’s latest accomplishment as he works diligently to serve your portfolio goals.