“It’s an honor to be named to this ranking,” said Mr. Pinkerton. “Each day, I show up with one goal in mind—helping my clients succeed financially. It is quite an honor to be recognized for doing what I love to do.”
Pinkerton has over 31 years of experience in the financial services industry, and is a CERTIFIED FINANCIAL PLANNER™ (CFP™) and Certified Investment Management Analyst® (CIMA®). As Managing Partner, he directs a team of nine individuals, and is joined by Michael Harkins (Partner, Executive Vice President, and Managing Principal) and William L. Mehserle, Jr (Partner, Planner). He is active in the community with numerous organizations. His current efforts are to help with Family Promise, the Argus Foundation, and he is on the Financial Advisory Committee for Sarasota County Schools.
Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About the Firm
Pinkerton Private Wealth provides comprehensive planning for high-net worth families and select institutions. Leveraging decades of expertise and the strength and depth of Wells Fargo Advisors Financial Network, we listen and then design solutions to help address client’s multifaceted needs across generations.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through more than 8,300 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 263,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo &
Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
About Wells Fargo Advisors Financial Network
For 17 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. As of December 31, 2017, Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,333 owners and advisors in 633 practices administering over $104.7 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Pinkerton Private Wealth is a separate entity from Wells Fargo Advisors Financial Network.
Investment and Insurance products:
Not Insured by FDIC or any Federal Government Agency; MAY Lose Value; Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate