Tim Sutherland Email & Phone Number

Jacksonville, FL

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Ponte Vedra Beach, Florida

As Resident Director, I performed a dual role of both Financial Advisor and Manager of a Wealth Management office with over $30M in annual revenue and 30 Financial Advisors. I successfully met and exceeded all strategic and tactical professional objectives through high-quality leadership. I excelled across multiple business departments and focused on.

Jacksonville, Florida

As market administrative manager, I collaborated with team leaders and allocated high-volume business budgets to drive and meet organizational success. Maintained accountability for office revenues valued as high has $150B. I achieved development of strategic initiatives and execution of market development plans to support business revenue growth. I.

Ridgeland, Mississippi

As Market Executive, lead the Mississippi market of 5 offices, generating over $40M in annual revenue to achieve the business goals, leveraging the team consisting of an Administrative Manager, Client Relationship Manager, 4 Resident Directors, 50+ Financial Advisors, 20+ Client Associates and Operations staff. Drove market performance results through.

Cincinnati, OH

As associate market executive, I fostered strong professional relationships and implemented business plans to facilitate achievement of business goals. I also directed operations for 8 branch offices and maintained accountability for over 100 FAs, over 40 support personnel and over $100M in annual revenue.