Skip to main content
Sarasota-Manatee
Business Observer Monday, Jan. 17, 2022 4 months ago

Wealth management firm grows by two

Share
There is over 25 years of experience between the two new team members.

VENICE — Venice-based wealth management firm FourThought Private Wealth has added a pair of team members. 

Alex Wolfe was announced as the new associate planner while Erin Guzzo is filling the director of marketing position. 

“We’re pleased that Alex and Erin will be joining the FourThought family,” says Scott Pinkerton, senior planner and managing partner at FourThought, in a statement. “We’re finding the very best talent available, and I know they will be excellent assets to our team."

Courtesy. The wealth management firm announced Alex Wolfe as the new associate planner.

Wolfe’s five years of experience in the financial services industry includes holding positions like relationship manager, planning consultant and private client group representative. In his new position with FourThought, Wolfe’s responsibilities will include partnering with other private wealth planners to ensure clients’ financial plans align with their goals. 

Before coming to FourThought, Guzzo was the marketing manager for Van Wezel for six years. Prior to that, she was the Florida regional marketing coordinator at BMO - Harris Private Bank. Guzzo comes to FourThought with 20 years of experience in project management, communications, events, media relations, community outreach and client engagement. In her new position, Guzzo will be responsible for managing communication and branding for all of the firm’s brands. 

The wealth management firm, formerly Pinkerton Private Wealth, focuses on customized and comprehensive wealth planning and advice for individuals, families, foundations, and businesses under three separate brands: FourThought Private Wealth, FourThought Signature and FourThought Institutions, according to a press release.

Related Stories

Advertisement