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

As the senior advisor and chief strategist for Pinkerton Private Wealth, Scott has more than 30 years of experience in comprehensive wealth management. He holds several certifications in investment planning, including Certified Financial Management Analyst (CIMA®) through the Wharton School of Finance. He has been Awarded Barron's 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.

TEAM ROLE
As your assigned financial advisor, Scott is responsible for answering the two key questions that drive our practice: 1) Are you going to be okay and 2) Do you have any blind spots? He does this by meeting with you at least twice each year to ensure he understands your personal definition of being “okay” and your planning objectives. Throughout the year, he proactively manages your investment portfolio along with our Chief Investment Officer, analyst and other investment committee members. Taking a holistic and measured approach, he also works to educate you on other planning issues and provide related advice and resources through our planning semester process.

Contact Scott When:

  • You have questions regarding your investments
  • You have questions or need advice regarding other planning issues (such as long term care, insurance, estate planning strategies, etc.)
  • You need a professional referral, such as an attorney or accountant
  • Something has changed that can affect your investment plan or finances
  • CERTIFICATIONS & LICENSES
    Certified Financial Planner (CFP®)
    Certified Investment Management Analyst (CIMA®)
    Certified Private Wealth Advisor (CPWA®)
    Series 7 General Securities
    Series 66 Uniformed Combined State Law

    RECOGNITION

  • Barron’s Top 1,200 Financial Advisors*
  • Forbes Top State-by-State Advisor**
  • Clientele
    High net worth families and individuals
    Business owners
    Family foundations
    Community foundations
    College and university endowments
    Family foundations

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

    Community Involvement
    Argus Foundation
    Florida Center for Early Childhood
    Loveland Center
    Sarasota County School Board - Finance Committee
    Together in Mission (funding a new vision for the Lutheran Church in Florida and Haiti)
    Venice Mainstreet
    Venice Theatre

    *The Barron's Top 1,200 Financial Advisor rankings are based on data provided by thousands of advisors. Factors included int he rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

    **The Forbes Top State-by-State Advisor ranking 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.

    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. .