New hires

Investment Firm Picks New Vice President

The Sarasota investment advisory firm J.L. Bainbridge & Company, Inc. recently hired D. Ryan Thompson as vice president.

06/21/2017 By staff


Insurance Agent Picked for National AARP Council

Englewood's Carolyn Pope, the owner of Pope Insurance, was recently selected by UnitedHealthcare to serve on a forum created to gather information to enhance products and services that benefit AARP members.

06/14/2017 By staff


Sarasota Financial Adviser Picked to Contribute to Forbes

Raul Elizalde, the president and chief investment officer at Sarasota's Path Financial LLC, was recently selected as a guest columnist for

06/02/2017 By staff


Construction Begins on New Venice Retail, Office Building

Venice's J.E. Charlotte Construction Corp. recently broke ground on Pinkerton Wealth Management Group's new retail and office building in downtown Venice.

05/17/2017 By staff


Sarasota Ranks Highly in List of 'Best Places to Retire'

Sarasota was recently ranked as the ninth best city in Florida in which to retire by SmartAsset, a financial technology company.

05/15/2017 By staff

New hires

Trust Company Adds New Associate

Venice's Caldwell Trust Company recently hired trust associate Marci Sweat.

05/01/2017 By staff


Asset Management Employee Earns Credential, Promotion

Luke Nicholas of Sarasota's Allegiant Private Advisors recently earned the chartered financial analyst credential.

04/18/2017 By staff


Florida Ranked the 13th Most 'Stressed' State

The ranking is based on stress levels related to work, money, family, health and safety.

04/04/2017 By staff

New hires

Trust Company Picks New Vice President

Venice's Caldwell Trust Company recently hired Tony Blasini as vice president of employee benefits.

04/03/2017 By staff


Financial Adviser Ranked in Magazine's Top 1,200 List

Scott Pinkerton, managing partner of Pinkerton Wealth Management Group, was ranked among Barron’s top 1,200 financial advisers for 2017 in the magazine's March 4 issue.

03/17/2017 By staff


Federal Reserve Raises Interest Rates Again

The Federal Reserve on Wednesday voted to raise interest rates slightly, from a range between .5 and .75 percent to a range between .75 and 1 percent.

03/15/2017 By staff


New York Federal Reserve President Headlines Financial Literacy Day

Sarasota's Cumberland Advisors is partnering with local colleges to offer a series of speeches and panels during Financial Literacy Day, Thursday, March 30.

03/07/2017 By staff


Class Covers How to Apply for a Business Loan

Manasota SCORE, a business mentoring group, is offering a new workshop, How to Apply for a Small Business Administration Loan.

03/03/2017 By staff


Financial Adviser Picked to Attend Industry Summit

Susan Moseley, founder and CEO of Sarasota's Moseley Investment Management, Inc., was recently selected by Barron's magazine to attend its Top Independent Advisors Summit.

03/02/2017 By staff


Economist Arthur Laffer Bullish on Trump, Economy

Speaking at Caldwell Trust Company in Sarasota, ex-Reagan advisor sees much better days ahead.

02/22/2017 By David Hackett


Sarasota Investment Firm Hires New VP

The Sarasota investment advisory firm Path Financial last month hired Oxana Saunders as its vice president.

02/21/2017 By staff


Sarasota Financial Adviser Named to Top Advisers Group

Aimee Cogan, a managing director and financial adviser in Morgan Stanley's Sarasota office, was recently named to the firm’s Chairman’s Club.

02/10/2017 By staff


Sarasota Financial Services Company Opens Puerto Rico Office

Lendacy, a financial services company based in Sarasota, recently opened a second office in San Juan, Puerto Rico.

02/07/2017 By staff


New Financial Management Firm Celebrates Grand Opening

Shoreline Financial Partners celebrated its official grand opening on Jan. 25.

02/03/2017 By staff

New hires

Trust Company Names New Operations Associate

Caldwell Trust Company recently hired Dennis Shanahan as an operations associate.

01/25/2017 By staff