Wealth Strategist Vice President@ First Horizon Bank
Sarasota, Florida, United States
Luis Morales
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Florida School of Banking
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FlashIntel GPTLuis Morales is an experienced Investment Portfolio Manager with over 15 years of experience in the financial services industry. He has worked in various roles, including Assistant Vice President and Portfolio Manager at Iberia Wealth Advisors, Vice President, Wealth Strategist at First Horizon Bank, and Trust Associate at Caldwell Trust Company. Luis has a strong background in investments, portfolio management, wealth management, and banking. He is skilled in asset allocation, asset management, and customer service. Luis is currently based in Sarasota, Florida.
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Emails and Phone Numbers
About
Investment Portfolio Manager with over 15 years of experience working with…
Work Experience
Wealth Strategist Vice President
Vice President | Wealth Strategist
Financial Services
Luis Morales's Professional Milestones
- Teller (2008-05-01~2009-05-01): Inspiring and supporting a team of bankers to increase efficiency and establish a reputation for excellence.
- Senior Investment Associate | Officer (2012-04-01~2018-01-01): Expanding client portfolio by securing lucrative investments and establishing strong relationships with key clients.
Education
Trust & Wealth Management
2018-2020Skill
Investments
Portfolio Management
Wealth Management
Banking
Asset Allocation
Asset Management
Customer Service
Securities
Investment Advisory
Finance
Equities
Mutual Funds
Wealth Management Services
Investment Management
Financial Services
Certification
Colleagues
Chad Ross
Owner Operator
Tiffany Greer
business owner | executive administrative assistant | community liaison | strategic thinker
Dylan Pruitt, CSM, POPM
Digital Product Owner
Troy Christensen
founder owner big data works
Keyvaun Cobb
small business owner | a la kart
Other Named Luis Morales
Frequently asked questions
We found 3 Luis Morales's email addresses
We found 2 Luis Morales's phone numbers
Luis Morales works for First Horizon Bank
Luis Morales's role in First Horizon Bank is Wealth Strategist Vice President
Luis Morales works in the industry of Financial Services
Luis Morales's colleagues are Chad Ross,Tiffany Greer,Dylan Pruitt, CSM, POPM
Luis Morales's latest job experience is Wealth Strategist Vice President at First Horizon Bank
Luis Morales's latest education in Florida School of Banking
