Sarah Sutton Email & Phone Number
Managing Director @ Oyster Consulting, LLC
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Sarah Sutton Location
- Memphis, TN, US
Sarah Sutton Work
- Managing Director @ (July 2023 - Present)
- Director @ (August 2022 - July 2023)
- Senior Consultant @ (August 2021 - August 2022)
- SVP at the Avenue Wealth Management Group at Raymond James @ (July 2020 - May 2021)
- VP, Director of Investment Services and Training @ (December 2017 - July 2020)
- Vice President, Investments at Raymond James @ (April 2016 - December 2017)
- Branch Manager- RJA Investment Central and PCGS Regional Manager @ (February 2013 - March 2016)
- Branch Manager-Sr. Vice President @ Morgan Keegan & Co., Inc. (May 2009 - February 2013)
- Manager- Practice Managment Group- Sr. Vice President @ Morgan Keegan & Co., Inc. (October 2007 - May 2009)
- CROP and Compliance Officer- 1st Vice President @ Morgan Keegan & Co., Inc. (February 2004 - October 2007)
- Compliance Officer- Vice President @ Morgan Keegan & Co., Inc. (June 2002 - February 2004)
- Axys Consultant @ Morgan Keegan & Co., Inc. (February 2000 - June 2002)
Sarah Sutton Education
- University of Memphis
Bachelors (Finance)
1996-2001
Sarah Sutton Skills
- Certified Financial Planner
- Wealth Management
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Investment Advisory
- Asset Management
- 401(k) Retirement Savings Plans
- Series 24
- Investments
- Life Insurance
Sarah Sutton Summary
- Sarah Sutton, based in Memphis, TN, US, is currently a Managing Director at Oyster Consulting, LLC. Sarah Sutton brings experience from previous roles at Oyster Consulting, LLC, Raymond James and First Horizon Advisors. Sarah Sutton holds a 1996 - 2001 Bachelors in Finance @ University of Memphis. With a robust skill set that includes Certified Financial Planner, Wealth Management, Strategic Financial Planning, Portfolio Management, Retirement Planning and more. Sarah Sutton has 2 emails and 1 mobile phone numbers on RocketReach.
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