Zack Sutton, CFP®, CLU®, EA
Wealth Advisor
Zack Sutton brings a wealth of expertise to Cornerstone Wealth as an Associate Advisor. Previously associated with Sutton Wealth Advisors, Inc., Zack has been a dedicated professional in the financial industry since joining SWA in 2016.
Born in Tampa and a lifelong resident, Zack's deep connection to the local community enhances his understanding of the financial landscape.
Beyond his professional pursuits, Zack enjoys reading, golfing, and hunting in his free time. His diverse interests and commitment to ongoing professional development make him a valuable asset to Cornerstone Wealth, where he continues to contribute to the firm's success and client satisfaction.
Areas of Focus
Financial Planning
Retirement Planning
Institutional Planning
Fiduciary Support
Education
The University of the South: Sewanee - Bachelor of Arts in Economics with minors in Business and Politics
CERTIFIED FINANCIAL PLANNER™ certification
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Exams Passed:
Series 7 - General Securities Representative Exam
Series 66 - Uniform Combined State Law Exam
Insurance Licenses:
Life, Accident, and Health