Erin  Sutton

Erin A. Sutton
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Frontier Investment Group of Truist Investment Services, Inc.

901 E Byrd St

Suite 500,

Richmond, VA 23219-2809

About me

Background

I am a Financial Advisor with Truist Wealth, offering clients more than 15 years of financial services, retirement planning, and investment management experience. I take a holistic approach when working with clients to help them achieve their goals and believe that only by spending time to get to know a client and their personal situation can I truly helpful in advising them on their investments and financial planning.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree in Business Administration
Peace College 2005

Personal Interests

I earned a bachelor’s in business from Peace College in Raleigh, NC, and am passionate about community service. I currently serve on the Vintage Maymont Auction committee and the Greater Richmond SCAN progressive dinner committee, and am involved with my church, First Presbyterian Church, in various capacities, including the Presbyterian Women. 

I previously served on the Maymont Foundation board for two years as the chair of the Dooley Noted Society, the associate board of the Children’s Museum of Richmond, the Virginia Home for Boys and Girls Band Together committee, and on the board of the Junior League of Richmond as a vice president. In myspare time, I enjoy traveling, volunteering, Barre classes, and spending time with my husband, Kasey, and our son, Smith.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Top Advisory Team (Mid-Atlantic Region)
BB&T Scott & Stringfellow 2017
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