Scott Pinkerton

Scott Pinkerton

Managing Partner, Principal Investment Office

Phone: 941-408-8557
Fax: 941-408-8356
E-mail:
 

Scott Pinkerton, Managing Partner, Principal Investment Officer

Scott joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1985 and is a graduate of Wittenberg University. He has also completed the CIMA® Program through the Wharton School of Finance. Mr. Pinkerton holds the Certified Investment Management Analyst® Certification, administered by Investment Management Consultants Association® and taught in conjunction with the Wharton School, University of Pittsburgh. Scott has been recognized by Barrons as one of the top 1,200 wealth and investment advisors in America for nine out of the last ten years and is part of the prestigious Barrons Winners Circle.

PROFESSIONAL DESIGNATIONS
CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
Certified Investment Management Analyst® (CIMA®)
Certified Private Wealth Advisor (CPWA)

EDUCATION
Wittenberg University B.A.
Wharton School of Business (CIMA®)

Clientele
Community Foundations
College and University Endowments
Family Foundations
High Net Worth Investors

Personal
Married to Julie and has three daughters
History buff and avid cyclist-especially mountain biking

Community Involvement
Citizens for Better Schools
Citizens for Academic Success and Excellence
Together in Mission- Funding a new vision for the Lutheran Church in Florida and Haiti

Listed by Barron’s as one of its Top 1,200 Financial Advisors more times in the past 10 years than any other financial advisor who applied on Florida’s west coast, from Tampa to Fort Myers

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 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.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. [Practice Name] is a separate entity from WFAFN. .