FourThought Private Wealth is an independent Registered Investment Advisor practice with more than 50 years of experience in financial and investment planning. Headquartered on Florida’s Gulf Coast, we serve clients throughout the U.S.We have chosen to be an independent registered investment advisor (RIA) because it holds us to the highest legal standards of client care. We must make all decisions with your best interests in mind. We are also highly transparent with our fees, processes, and everything that matters to you. We believe this is the only viable way to operate as financial planners in today’s world.Our purpose is to help affluent individuals, families, and business owners aim high and eliminate the stress that can come with life’s uncertainties so that they can pursue their passions and purposes. We use a highly disciplined approach and are guided by values and principles that have never failed us or our clients.FourThought Private Wealth was founded in 1968 when Sam Pinkerton opened an A.G. Edwards office in Venice, Florida. He was later joined in the business by his son Scott, who, along with his team, has helped people in Florida and beyond for more than 30 years answer the critical question, “Am I going to be okay?”Our business was renamed FourThought in January 2020 to reflect better the firm’s focus on planning and thinking ahead. The word FourThought was selected to express guidance and planning, with the word “four” acknowledging our four financial planning principles, four core values, and four-part formula for success:1. Hire people with talent and purpose and give them the best training available.2. Equip them with best-in-class planning tools grounded in today’s markets and foundational truths of human behavior.3. Through in-depth, personal conversation, work with clients to identify blind spots in their lives.4. Build plans that address those blind spots and help them know if they will be okay.

Pinkerton, Harkins & Mehserle Private Wealth (now known as FourThought Private Wealth) provides comprehensive planning for high-net worth families and select institutions. Leveraging decades of experience and the strength and depth of the Wells Fargo Advisors network, we listen and then design solutions to address the client's multifaceted needs across generations.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. Pinkerton, Harkins, and Mehserle Private Wealth is a separate entity from WFAFN.

Provides Members with in-depth, personalized needs analysis and recommends individualized solutions to meet the Members financial goals and dreams. • Positions of increased responsibility, authority, and complexity rapidly moving to Senior, New Hire Trainer, Internal Life Insurance Wholesaler, and Instructor.• Applied strong interpersonal skills toward providing members with comprehensive and personalized needs analysis; decisively present customized solutions to meet specific financial goals. • Consistently earned superior quality call scores, and served on multiple committees with internal partners to optimize productivity and operational effectiveness. • Voted by peers and management as Top Employee out of 2,500 employees and subsequently presented with the Phoenix Excellence Award.

Call center management experience for Fortune 200 company. Possess strong team leadership, coaching, and motivational skills. Technologically savvy with experience working with multiple telephony and monitoring systems. Well rounded consultative/facilitative coaching management style in addition to interviewing and hiring experience. Establish performance goals to exceed efficiency levels, quality assurance standards, and referral sales targets.Core competencies include:-- Driving the development of superior customer service and high performance. -- Hiring, training/developing, motivating, coaching, evaluating and retaining qualified staff. -- Building a team that effectively supports existing and new products and services. -- Maintaining service, talk/handle time, data, and Member satisfaction levels. -- Leading workflow distribution and floor management to ensure service levels are satisfied.

The primary role of the USAA Life Insurance Internal Wholesaler is to drive sales and build relationships with financial advisors selling USAA Life Insurance products. As the Internal Wholesaler, I was responsible for achieving and maintaining knowledge of the life insurance products and industry trends while driving results based training and support activities.

Licensed Insurance Producer (Auto, Fire, Life, & Health, Banking, Mutual Funds) • Proficiently managed sales, marketing and customer service activities to successfully drive revenue growth for all lines of insurance.

• Promoted from initial role as P&C Insurance Claim Specialist to support internal and highly confidential investigations of company employees and agents. • Prepared and provided detailed reports to upper management and executive officers.