Luis Morales Email & Phone Number
Vice President, Wealth Strategist @ First Horizon Bank
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Luis Morales Location
- Sarasota, FL, US
Luis Morales Work
- 2019 -now Vice President, Wealth Strategist @
- 2018 -2019 Trust Associate @
- 2012 -2018 Sr. Investment Associate - Officer @
- 2009 -2012 Personal Banking Assistant @
- 2008 -2009 Teller @
Luis Morales Education
- University of South Florida Muma College of Business
Master of Business Administration - MBA
2017-2021 - Florida School of Banking
FTS Diploma of Completion (Trust & Wealth Management)
2018-2020 - University of South Florida Sarasota-Manatee
Bachelor of Science (BS) (Finance, General)
2010-2015
Luis Morales Skills
- Equities
- Wealth Management
- Portfolio Management
- Banking
- Investments
- Asset Management
- Finance
- Customer Service
- Investment Advisory
- Asset Allocation
- Financial Services
- Mutual Funds
- Securities
- Investment Management
- Wealth Management Services
Luis Morales Summary
- Luis Morales, based in Sarasota, FL, US, is currently a Vice President, Wealth Strategist at First Horizon Advisors. Luis Morales brings experience from previous roles at Caldwell Trust Company, Northern Trust Corporation and Northern Trust. Luis Morales holds a 2017 - 2021 Master of Business Administration - MBA @ University of South Florida Muma College of Business. With a robust skill set that includes Equities, Wealth Management, Portfolio Management, Banking, Investments and more. Luis Morales has 2 emails and 2 mobile phone numbers on RocketReach.
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