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 1 mobile phone numbers on RocketReach.
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Top First Horizon Bank Employees
Jason Scott
SVP, Marketing Director
Memphis, TN, US
Steven Jones
CISO, SVP
Memphis, TN, US
Elaine Spear
VP, Marketing Operations
Memphis, TN, US
Paula Beale
SVP, Director of Brand Strategy
Memphis, TN, US
Daniel McCarthy
Managing Director - Specialty Finance
Memphis, TN, US
Natalie Flanders
SVP, Director of Financial and Credit Risk
Memphis, TN, US
Tammy Locascio
Chief Operating Officer
Memphis, TN, US
Daniel Craig
SVP, COO Wealth Management
Memphis, TN, US
Ashley Argo
Chief Risk Officer (CRO)
Memphis, TN, US
Jabiana B
VP, Talent Acquisition Manager
Memphis, TN, US
Lahenrya Boyd
VP, Associate Creative Director
Memphis, TN, US
Martin de Laureal
President
New Orleans, LA, US
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