Finance

Trust Company Names New Associate

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

02/05/2018 By Staff

Finance

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

Finance

Wealth Management Firm Picks New Client Relations Director

The Otto Group at HighTower recently hired Laurel Corriveau.

08/25/2017 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

Construction

Construction Begins on New Venice Retail, Office Building

Venice's J.E. Charlotte Construction Corp. recently broke ground on Pinkerton Wealth Management Group's new retail and office building in downtown Venice.

05/17/2017 By staff

Data

Small Business Owners More Optimistic

Eighty-eight percent of small business owners are optimistic about the near-term outlook on the national economy, according to the latest survey results published as part of the PNC Economic Outlook.

05/08/2017 By staff

Article

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

Finance

Sarasota Investment Firm Hires New VP

The Sarasota investment advisory firm Path Financial last month hired Oxana Saunders as its vice president.

02/21/2017 By staff

Finance

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

The Seen

2016 Greater Good Awards

941CEO honors its winning business philanthropists.

10/28/2016 Photography by Lori Sax

Tourism

Rescheduled Panel Discusses Brexit's Impact on Florida

Four panelists will discuss Brexit's impact on Florida's travel, tourism and real estate industries during an event on Tuesday, Oct. 25.

10/05/2016 Research by staff

Finance

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