Finance

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

Deals

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

Empowering Investors to Meet Their Individual Goals

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

01/04/2021

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

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.

09/12/2020

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

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.

04/09/2020