SCOTT PINKERTON RANKED 10TH ON FORBES
BEST-IN-STATE WEALTH ADVISORS LIST
SARASOTA COUNTY, FL– Scott Pinkerton, Managing Partner of Pinkerton Private Wealth in Sarasota County, has been named to Forbes’s 2019 list of “Best in State Wealth Advisors.” He was ranked #10 out of 123 in the north Florida region, which encompasses markets including Tampa/St. Pete, Orlando, Jacksonville and the Florida panhandle. He is the highest ranked advisor who was nominated for the list in both Sarasota or Manatee Counties.
According to Forbes it received 29,334 nominations for the list, which were based on high thresholds and qualifications. It selected 3,000 advisors from throughout the U.S. The ranking algorithm is 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.
Pinkerton stated, “We are honored by this ranking and believe that it is the result of our team’s constant focus on having a positive impact on our clients’ lives. Every one of us knows that clients’ needs and best interests come first. If we always put the client first, we will be successful.”
Pinkerton holds professional designations including Certified Financial Planner™, Certified Investment Management Analyst® and Certified Private Wealth Advisor®. He is also listed by Barron’s as one of its Top 1,200 Financial Advisors in the U.S. more times in the past 10 years than any other financial advisor who applied on Florida’s west coast, from Tampa to Fort Myers.*
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
*The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.
About Pinkerton Private Wealth
Pinkerton Private Wealth focuses on comprehensive wealth planning and advice for high net worth individuals and families, as well as family foundations and other institutions. Founded in 1968, we have a 50-year legacy of service to our clients in Sarasota County and beyond, including Florida and 34 other U.S. states. Pinkerton Private Wealth is a separate entity from Wells Fargo Advisors Financial Network.
About Wells Fargo Advisors Financial Network
For 18 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 January 1, 2019, Wells Fargo Advisors Financial Network has grown to operate
nationwide with 1,293 owners and advisors in 615 practices administering over $97.0 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.
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