Tim Sutherland Email & Phone Number

Jacksonville, Fl

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlTim Sutherland may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Tim Sutherland is not registered or excluded or exempt from registration.

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 delivering innovative solutions for pervasive problems. I effectively recruited and trained financial advisors to bolster client experience. I boosted client acquisition while retaining existing client base and driving client acquisition by 150% year-over-year. I drove office assets flow performance by 185% and consistently exceeded office referral opportunity performance and financial advisor participation objectives, over 80% participation each year. I analyzed business revenue and allocated expense budgets to strategically improve valuation, reducing costs each year more than the stated objective. I also maintained adherence with regulatory standards, achieving no findings each year of review.

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 maintained strict expense control and reduced costs to consistently perform under annual allocated budgets. I maintained high standards of compliance, focusing on both internal and industry policies and procedures. I also effectively coached and trained new team members and forged relationships with clients, other team members, and external partners.

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 planning, leading, and executing strong sales and service behaviors across all client segments served. Managed the market financials, including profit and loss management, customer and revenue growth, and loss prevention.I leveraged enterprise relationships and proactively collaborated across the organization to deliver our full capabilities to clients.Hired, managed, and developed a diverse management, sales and support team.Interacted with clients and prospects on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products.Anticipated, managed, and resolved risk items to protect the interests of the firm while enhancing the client experience.Promoted and recognized performance; adhering to the performance management process, policies and tools.I acquired talent through hiring experienced Financial Advisors and trainees.

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.