Zack Sutton, CFP®, CLU®, EA
Wealth Advisor
As a Wealth Advisor at Cornerstone Wealth, I bring years of financial expertise and a deep commitment to helping clients achieve their financial goals. My career began in 2016 with Sutton Wealth Advisors, Inc., where I gained invaluable experience in developing tailored financial strategies. Now at Cornerstone, I’m proud to continue supporting clients with personalized solutions that align with their unique needs and aspirations.
Born and raised in Tampa, I have a lifelong connection to the community, which gives me a unique understanding of the financial challenges and opportunities local families and businesses face. This connection fuels my passion for building lasting relationships and delivering meaningful results for my clients.
Outside of work, I enjoy reading, golfing, and spending time outdoors hunting. For me, being part of Cornerstone is about more than just financial planning – it’s about making a difference in the lives of the people and businesses we serve every day.
Areas of Focus
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