With more than 22 years of experience in financial planning and investment management, Kurt Sutton has the accumulated knowledge and perspective to help you with your financial goals. Kurt understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Kurt will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you. Kurt endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning using some of the industry's most comprehensive resources. His investing process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.
Based on what he learns about you and your goals and an analysis of the current financial markets, Kurt designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Kurt puts it into action and reviews its performance for opportunities to adapt to life changes and new goals. Kurt began his career in financial services in 2000 and previously spent 22 years with Edward Jones. Today, Kurt provides financial, retirement and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
A native of Eddyville, Kentucky, Kurt resides in Paducah, Kentucky. Away from the office, Kurt enjoys playing golf, spending time with his family and traveling.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.