Trust & Estate Planning

Lori Sutton

Vice President, Trust Relationship Manager, CTFA

Location: Sarasota, FL

Phone: 9413645084

Email: lori.sutton@firsthorizon.com

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
Leads a collaborative process between clients and their advisors to help achieve optimal outcomes

Trust services, including investment management services, provided by First Horizon Bank. Investments are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

First Horizon Wealth Management is the marketing name for wealth-related services available to First Horizon clients.

Lori Sutton - Professional Background and Experience