Wealth Management Firm Promotes Three

Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.

05/08/2018 By Staff


Financial Adviser Ranked Among America's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently named to a list of the top 1,200 U.S. financial advisers by Barron’s.

04/13/2018 By Staff


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

New hires

Wealth Management Firm Names New Research Assistant

Sarasota's Allegiant Private Advisors recently hired Cameron Dees.

02/21/2018 By Staff


Trust Company Names New Associate

Venice's Caldwell Trust Company recently hired Luis Morales in its Sarasota office.

02/05/2018 By Staff


Wealth Management Firm Hires and Promotes

Allegiant Private Advisors recently hired Melissa Walsh as a wealth advisor and promoted Carl Watkins to wealth advisor director and principal.

01/16/2018 By staff


Wealth Management Firm Picks New Client Relations Director

The Otto Group at HighTower recently hired Laurel Corriveau.

08/25/2017 By staff


Financial Adviser Ranked in Magazine's Top 1,200 List

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.

03/17/2017 By staff


Financial Management Firms Merge

Sherrill Wealth Management and Wood Investment Management are merging and will begin operations this month as Shoreline Financial Partners.

01/11/2017 By staff


Wealth Management Firm Opens New Independent Office

Partners Scott Pinkerton, Michael Harkins and William Mehserle, Jr., recently launched an affiliation with the Independent Channel of Wells Fargo and opened a new office.

08/12/2016 Research by staff

Wealth Management

Morgan Stanley Financial Advisers Form New Team

Morgan Stanley last week announced the formation of The WM Milestone Group, which joins two teams formerly known as the Vita Vining Hermann Denton Group and the Stratton Plum Group.

08/08/2016 Research by staff


Morgan Stanley Vice President Attains New Designation

Kathy Francoletti recently attained Morgan Stanley’s Family Wealth Advisor designation.

06/21/2016 Research by staff


Sarasota Financial Adviser Named to Top 400 List

Morgan Stanley's Aimee Cogan was recently named to the Financial Times’ 2016 list of America’s top 400 financial advisers.

05/25/2016 Research by staff