Fourthought Private Wealth
FourThought Private Wealth, previously Pinkerton Private Wealth, is an independent Registered Investment Advisor with more than 50 years of experience in financial planning and investment management. Headquartered on Florida’s Gulf Coast, we serve clients throughout the U.S. We are a high-tech, high-touch company whose purpose is to help affluent individuals, families and business owners aim high and reduce or eliminate the stress that can come with life’s uncertainties, so they can pursue their own passions and purposes. We do this by answering the universal questions,"Am I going to be okay?" and "Do I have any blind spots?" We use a highly disciplined approach and are guided by a set of values and principles that have served us and our clients well.
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Verified contacts
21
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
2
tools in use
Monthly traffic
137
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- CT
Casey Tuzik
Senior Client Services Manager · Customer/Client Service
EmailPhone - CP
Christian Perez
Client Relationship Manager · Customer/Client Service
EmailPhone - JS
James Stamper
Senior Financial Planner · Finance & Accounting
EmailPhone - PN
Patty Nogalski
Client Service Manager · Customer/Client Service
EmailPhone - BK
Brett Keyso
Operations Associate Trader · Other
EmailPhone - KW
Kelly Wensley
Director of Marketing · Advertising & Marketing
EmailPhone - LC
Larry Cuervo
Senior Planner · Operations
EmailPhone - CC
Carter Couchot
Paraplanner · Finance & Accounting
EmailPhone - JM
Jake MacFarlane
Senior Research Analyst · Research & Development
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Fourthought Private Wealth
17 distinct titles indexed · top 10 shown.
- 2chief operating officer chief compliance officer
- 2client relationship manager
- 2financial trader
- 2paraplanner
- 1chief operating and chief compliance officer
- 1client service manager
- 1director of marketing
- 1fourthought private wealth (fourthought financial partners, llc)
- 1fourthought private wealth (fourthought financial, llc)
- 1front desk receptionist
- +7more titles
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