Vice President Financial Advisor | Truist Investment Services | Inc Truist Wealth@ Truist Wealth
Tampa, Florida, United States
Luke Sutter
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University of South Florida
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FlashIntel GPTLuke Sutter is a highly experienced financial advisor with 18.9 years of work experience. He specializes in estate planning, investment strategies, strategic financial, investments, and banking. Based in Tampa, Florida, Luke is dedicated to providing top-notch financial advice and solutions to his clients. With over 15 years of financial planning experience, Luke follows a disciplined process to assess clients' financial needs, set goals, and implement financial strategies. He is also skilled in financial planning, investment management, risk management, retirement planning, leadership, education, and college planning. Luke holds a degree in Finance from the University of South Florida.
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About
At Truist Investment Services, Inc. we’re your trusted advisor. As your Truist Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 15 years of financial planning experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:Financial PlanningInvestment Management Risk Management Retirement PlanningLegacy & Estate StrategiesEducation & College Planning Regular Portfolio Rebalancing I am a native of Palm Harbor, FL and graduated from the University of South Florida with a degree in Finance.
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Vice President Financial Advisor | Truist Investment Services | Inc Truist Wealth
Vice President Financial Advisor
Financial Services
Luke Sutter's Professional Milestones
- Sales Executive (2010-08-01~2011-01-01): Achieved record-breaking sales targets, driving revenue growth and brand recognition.
- Financial Advisor | Personalized Financial Planning And Advice (2015-02-01~): Guided clients in navigating complex financial challenges, empowering them to effectively navigate the complex landscape of managing financial affairs.
Education
Finance
2003-2007Skill
Estate Planning
Investment Strategies
Strategic Financial
Investments
Banking
Credit
Long Term Care
Retirement Planning
Certification
Colleagues
Michael Hyman
Project Management Owner | Scrum Master | Strategic Enablement | Team Leadership
Oscarlyn Elder, CFA, CAIA
co-chief investment officer truist advisory services inc truist wealth
Cece Baute Mavico
Chief Operating Officer
Vonnie Pridemore
senior managing director wealth brokerage chief administrative officer truist investment services inc truist wealth
Steven Cavalleiro, CFP®
Assistant Vice President Financial Advisor
Other Named Luke Sutter
Frequently asked questions
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Luke Sutter works for Truist Wealth
Luke Sutter's role in Truist Wealth is Vice President Financial Advisor | Truist Investment Services | Inc Truist Wealth
Luke Sutter works in the industry of Financial Services
Luke Sutter's colleagues are Michael Hyman,Oscarlyn Elder, CFA, CAIA,Cece Baute Mavico
Luke Sutter's latest job experience is Vice President Financial Advisor | Truist Investment Services | Inc Truist Wealth at Truist Wealth
Luke Sutter's latest education in University of South Florida
