Cumberland Advisors and local colleges last week brought in economic experts to discuss fiduciary and trustee roles and responsibilities, women’s financial opportunities and the global economic outlook.
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.
Sarasota's Cumberland Advisors is partnering with local colleges to offer a series of speeches and panels during Financial Literacy Day, Thursday, March 30.
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.