Lori Sutton
Vice President, Trust Relationship Manager, CTFA, First Horizon Bank
Experience
- Working in the financial services industry since 1994
- Currently focused on providing services that include wealth transfer, relationship management and management of charitable private foundations
- Responsible for managing complex relationships, along with developing and growing First Horizon’s Wealth Management business in the Sarasota region
- Her professional trust experience leads a collaborative process between clients and their investment, tax, estate, financial planning, insurance and other advisors to help achieve optimal outcomes
Professional Affiliations/Licenses
- Certified Trust Financial Advisor (CTFA)
- Florida Graduate Trust School
Community Involvement
- Executive Board Member, Pines Foundation of Sarasota
- Board Member and Finance Committee Member, Resurrection House of Sarasota
- Board Member, Take Stock in Children, Sarasota
- Member, Southwest Florida Estate Planning Council
- Member, Sarasota Leadership
