Path Financial Founder Named a 'Five Star Wealth Manager'

The title is determined by a wealth manager’s client satisfaction, service and retention; credentials; assets; experience; and more.

10/22/2021 By Staff


Sarasota Wealth Management Firm Acquired By National Company

Mariner Wealth Advisors has entered into a binding agreement to acquire Sarasota's Allegiant Private Advisors.

07/08/2021 By Staff

Wealth management

Sarasota Financial Planner Ranked Among the 'Top 100 Women Financial Advisors'

Morgan Stanley's Aimee Cogan is featured on Barron's 2021 list.

07/08/2021 By Staff

Fast Track

FourThought Private Wealth Announces Two New Hires

Alex Herrington has been hired as planner and Matt Macek as client relationship manager.

06/11/2021 By Staff

Fast Track

FourThought Private Wealth Hires Two

Uri Lafontant has been named client relationship service manager and Anne Buckley director of clients services and operations.

04/20/2021 By Staff

Sponsored Content

Empowering Investors to Meet Their Individual Goals

After 40 years, J. L. Bainbridge continues to put clients’ needs first.


Fast Track

FourThought Financial Hires Two

Alet Filmalter and Carter Couchot have joined the firm as planner and client relationship manager, respectively.

10/27/2020 By Staff

Fast Track

PNC Names Regional Head of Florida for PNC Wealth Management and Hawthorn

Lisa Simington will lead PNC's personal asset management efforts.

09/15/2020 By Staff

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Lichtenstein, Briefman & Sabella CPAs Expand to Include Family Office Services

Anthony Sabella and David Fink saw a consistent need among their high-earning clients for collaborative solutions to complex financial situations—and they delivered.


Fast Track

FourThought Private Wealth Adds Financial Planner

Ryan Henderson has extensive experience helping high-net worth and ultra-high-net worth clients.

07/15/2020 By Staff

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Economic Impacts of the Coronavirus Pandemic and Your Financial Future

Given the uncertainty surrounding the pandemic, its impact on our lives and the community and recent market volatility, having an advisor that proactively communicates, educates and guides you and your financial well-being is crucial.



Pinkerton Private Wealth Rebrands, Becomes Registered Investment Advisor

The firm is now a fully independent Registered Investment Advisor.

02/03/2020 By Staff


Ernie Garcia Named to Forbes Magazine’s List of Best-in-State Wealth Advisors

Garcia, an executive director and financial advisor in Morgan Stanley's Sarasota office.

02/03/2020 By Staff

Most Expensive Homes

The 10 Most Expensive Homes in Sarasota

What all 10 homes, including the three newcomers, share are a prime waterfront location and lots of square footage.

10/01/2019 By Susan Burns

Fast Track

Pinkerton Private Wealth Hires Two, Promotes Two

Among them is Donna Guinta, who has been named the firm's COO.

08/26/2019 By Staff

The Jet Set

Private Air Travel Is Up, Up, Up in Sarasota

All of Sarasota's private air travel facilities have seen an increase in takeoffs and landings over the past few years.

08/01/2019 By Stacey Altherr Photography by Everett Dennison

Fast Track

Local Wealth Advisor Earns CFP Designation

Timothy J. Videnka is one of the fewer than 1 percent of financial advisors in the U.S. that hold both the CFA and CFP designations.

06/05/2019 By Staff

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


Wealth Management Executive Joins Big Brothers Big Sisters Board

Big Brothers Big Sisters of the Sun Coast recently added Daniel Carter to its board of directors.

03/15/2019 By Staff