SARASOTA COUNTY, FL– Scott Pinkerton, Managing Partner of Pinkerton Private Wealth in Sarasota County, has achieved a prestigious trifecta of awards by being named to the following lists this year: The Financial Times 400 Top Advisors for 2019, the Barron’s Top Advisors for 2019, and the Forbes 2019 Best-In-State Wealth Advisors*. Pinkerton was one of only 19 financial advisors in the state of Florida named to Financial Times’ annual list. He has also been named to the Barron’s list more times in the past 11 years than any other financial advisor who applied on Florida’s west coast, from Tampa to Fort Myers. Moreover, Pinkerton was the highest ranked advisor who was nominated for the Forbes list in both Sarasota or Manatee Counties.
Advisors are nominated and selected for these awards based on criteria such as industry experience, assets under management, revenue generated, growth rate of the firm, compliance records, and industry certifications. Investment performance is not a criterion.
Regarding being named to all three lists, Pinkerton said, “These awards are something we strive for every year and to earn all three is a testament to the hard work and professionalism our team demonstrates every day. While we are not in this business for recognition, it is extremely validating to see how successful we can be by always keeping our client’s best interest at the heart of what we do.”
Pinkerton holds professional designations including the Certified Financial Planner™ professional, Certified Investment Management Analyst® and Certified Private Wealth Advisor®.
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 Barron’s Top 1,200 Advisors 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, length of service, quality of practice and client retention.
The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
The Forbes Best-In-State Wealth Advisors 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.
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.