Thomas Pinckney of Bernstein is a member of XPX South Florida.

Thomas Pinckney

Mr

Bernstein

West Palm Beach, Florida

Professional Profile

Call Me When

Call Me When... A client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.

Contact Method

Thomas.pinckney@bernstein.com

Profession

  • Wealth Planner
  • Professional Certifications

    Series 7, 31, 66

    Transition Planning Certification

    Functional Expertise

  • Business development
  • Capital markets
  • Equity
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private placements
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Client Industries

  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Business Focus

    Middle Market Business Owners

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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