Directory

>

Lori Sutton

avatar

Lori Sutton

Vice President of Wealth Management | Iberia Wealth Advisors

Sarasota, Florida, United States

View contact details (it's free)

Lori Sutton

Summary

Lori Sutton is a seasoned financial professional with over 25 years of experience in Trust Administration and Fiduciary Tax Law. Currently serving as the Vice President of Wealth Management at First Horizon Advisors, she specializes in alternative investments, estate planning, and managing private foundations. Her extensive background includes roles as a Trust Advisor at both Iberia Wealth Advisors and Northern Trust, where she honed her expertise in portfolio management and strategic financial planning. Lori's commitment to client satisfaction is evident in her work with high net worth individuals, and she is passionate about philanthropy and humanitarian assistance. She holds a Bachelor of Arts in Human Development from Eckerd College and an Associate of Arts from Manatee Community College. Beyond her professional pursuits, Lori is known for her unique blend of financial acumen and compassionate counseling, making her a trusted advisor in her field.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Lori Sutton

Work Experience

company logo

Vice President of Wealth Management at

First Horizon Bank

September 2017 - Present

company logo

Trust Advisor at

Iberia Wealth Advisors

September 2017 - Present

company logo

Trust Advisor at

Northern Trust

December 1994 - September 2017

Logos provided by Logo.dev

Lori Sutton

Education

Eckerd College, Bachelor Of Arts (B.A.)

January 2006 - January 2008

Manatee Community College, Associate Of Arts (A.A.)

January 2001 - January 2006

Frequently Asked Questions about Lori Sutton

What is Lori Sutton email address?

Lori Sutton's primary email address is ***********@iberiawealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lori Sutton work for?

Lori Sutton is a Vice President of Wealth Management at Iberia Wealth Advisors, a company specializing in Securities & Commodity Contracts Intermediation & Brokerage.

Where Lori Sutton graduated from?

Lori Sutton holds a degree in Human Development, Family Studies, And Related Services from Eckerd College.

How can I directly contact Lori Sutton?

To contact Lori Sutton directly, you can use the email address ***********@iberiawealth.com. Complete contact information is available upon registration with Muraena.

Who is Lori Sutton?

Lori Sutton is a seasoned financial professional with over 25 years of experience in Trust Administration and Fiduciary Tax Law. Currently serving as the Vice President of Wealth Management at First Horizon Advisors, she specializes in alternative investments, estate planning, and managing private foundations. Her extensive background includes roles as a Trust Advisor at both Iberia Wealth Advisors and Northern Trust, where she honed her expertise in portfolio management and strategic financial planning. Lori's commitment to client satisfaction is evident in her work with high net worth individuals, and she is passionate about philanthropy and humanitarian assistance. She holds a Bachelor of Arts in Human Development from Eckerd College and an Associate of Arts from Manatee Community College. Beyond her professional pursuits, Lori is known for her unique blend of financial acumen and compassionate counseling, making her a trusted advisor in her field.

Lori`s contact details

mail

***********@iberiawealth.com

*******@firsthorizon.com

View Contact details (it's free)
Request Profile Removal