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

Finance

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

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

Nonprofits

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

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

Finance

Trust Company Names New Assistant Vice President

Venice's Caldwell Trust Company recently hired Reppard Gordon.

01/03/2019 By Staff

Finance

Wealth Management Firm Names New President

Allegiant Private Advisors recently promoted Benjamin Jones, who currently serves as the firm's chief investment officer, to the role of president.

12/21/2018 By Staff

Finance

Wealth Management Firm Launches New Division for Businesses, Nonprofits

The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.

12/05/2018 By Staff

Finance

Financial Adviser Named a 'Five Star Wealth Manager'

Raul Elizalde is the founder, president and chief investment officer of Path Financial, a 10-year-old investment advisory firm.

11/20/2018 By Staff

Finance

Trust Company Names New Operations Specialist

Venice's Caldwell Trust Company recently promoted Kim Pettit, who joined the firm last year.

11/02/2018 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

New hires

Wealth Management Firm Adds New Financial Adviser

Venice's Pinkerton, Harkins & Mehserle Private Wealth recently hired Brad Patton.

07/31/2018 By Staff

Finance

Trust Company Promotes Two to Trust Officer

Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.

07/18/2018 By Staff

Finance

Bank Co-Founder Returns as Senior Relationship Strategist

PNC recently hired Susan Brennan, one of the early founders of the bank's Sarasota office.

06/22/2018 By Staff

Finance

Wealth Management Firm Appoints New President, CEO

Cumberland Advisors recently selected John Mousseau as its new president and CEO.

06/12/2018 By Staff