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 1,000 wealth and investment advisors in America for seven years and is part of the prestigious Barrons Winners Circle. Scott serves as the primary consultant to a select group of nonprofit endowments, pension plans and families.

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®)

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

Barron's Winner's Circle Award - Criteria was based on more than 7,000 filtered nominations nationwide from securities firms, banks, independent firms and others, which were narrowed down by quantitative and qualitative criteria as well as by examining assets managed, revenue, industry experience, compliance history and discussions with management. Client portfolio performance was not a criteria. 

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.
 
 

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

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