Thomas K. Sutter,

Thomas helps business owners, executives and families preserve and grow their wealth through highly customized financial strategies. Known for his thoughtful approach and personal dedication, he serves as both an advisor and a friend to clients, guiding them through complex decisions with clarity and confidence.

Thomas believes that giving financial advice is about more than numbers. He works to understand each client’s story, helping them make informed choices that align with their goals and values. His ability to simplify intricate financial concepts helps them make informed financial decisions with understanding and confidence.

Before joining Raymond James, Thomas spent more than 15 years with Morgan Stanley in Beverly Hills, California, where he advanced from registered associate to senior vice president and financial advisor. He also held earlier roles with UBS and Royal Alliance Associates. He earned a Bachelor of Arts degree in finance from California State University, Fullerton, and holds the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors.

Thomas specializes in working with business owners and ultra-high-net-worth individuals, offering services that include investment management, estate planning strategies, risk management and corporate retirement planning. His approach blends creativity with discipline, helping clients identify opportunities they might not find elsewhere.

Originally from Anaheim, California, Thomas lives in Marina del Rey with his wife, Maddie, and their dog, Boo. He enjoys reading on topics ranging from economics and political philosophy to medieval history. He travels regularly to England to visit family and serves on a nonprofit board close to his family’s heart.