Wealth management

Venice Financial Adviser Named to 'Best-in-State' List

Merrill Lynch financial adviser Owen Thiessen was recently recognized by Forbes.

03/22/2019 By Staff

Wealth management

Financial Adviser Ranked Among the State's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently recognized by Forbes.

03/15/2019 By Staff

Finance

Wealth Adviser Recognized By Forbes

Matthew Otto, the managing director and partner of the Otto Group at HighTower, was recently ranked among the top wealth advisers in the state of Florida.

02/22/2019 By Staff

Honors

Financial Adviser Ranked the Top 'Next-Generation' Adviser in Florida

Merrill Lynch financial adviser Dominic Casanueva was recently recognized by Forbes.

10/01/2018 By Staff

Finance

Financial Adviser Named to Top 'Next-Gen' Wealth Managers List

Allegiant Private Advisors chief investment officer Benjamin Jones was recently recognized by Forbes.

08/15/2018 By Staff

Finance

Financial Adviser Named to 'Best-in-State' List

Merrill Lynch financial adviser Brian Mariash was recently included in the Forbes “Best-in-State Wealth Advisors" list.

02/27/2018 By Staff

Media

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 Forbes.com.

06/02/2017 By staff

Research

North Port Ranked Highly for Job Growth

Forbes recently ranked North Port as the country's 10th best city for job growth.

08/22/2016 Research by staff