Allegiant Private Advisors, an independent firm offering fiduciary-level financial planning and investment advisory services in Sarasota, Fla., announced that Benjamin W. Jones, CFP®, AIF®, has been named to Forbes’ Best-In-State Next-Gen Wealth Advisors for 2020. The list is published on www.forbes.com. “I’m honored to be recognized as a top ‘Next-Gen’ advisor by Forbes again this year. The Allegiant team remains focused on helping each client plan and navigate financial goals while also guiding the next generation within each family,” explains Jones, who serves as president, chief investment officer and is a principal of Allegiant. “We’ve taken bold and meaningful action in advance of and throughout these challenging times on behalf of our clients, but just as important is the assistance we are providing their children and grandchildren. We prepare families for the transfer of wealth and carefully guide the next generation of investors—today’s hard-working professionals, business owners and growing families—through all aspects of their financial lives.”

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