Meet the Team

Our team is comprised of genuinely gifted minds

Founder & Owner of Sutton Wealth Advisors, Inc.

Ed Sutton

Hello everyone. My name is Ed Sutton and I’m the founder and owner of Sutton Wealth Advisors, Inc., a Tampa based registered investment advisor registered with the Securities & Exchange Commission. As the 5th generation of my family to live in the Tampa Bay area, our family’s roots run deep in our community. Having been actively involved in the securities and investment industry since 1984, I’ve worked in a variety of capacities, primarily as an investment advisor and registered representative to individuals, families, institutions and closely held corporations. I hold a Bachelor of Science degree from Florida State University with a major in Economics as well as multiple FINRA licenses, including the Series 24, Series 7, Series 63 and Series 65 licenses. I also have a life, health an annuity license with the State of Florida. I’ve served, and am currently serving, on the Lion’s Eye Institute for Transplant and Research (LEITR) Board of Trustees and Finance Committee. I’m also an occasional guest lecturer/speaker at the College of Social Sciences – Department of Economics at my Alma Mater, Florida State University. Last I recently agreed to serve on the Council of Professional Advisors for the Community Foundation of Tampa Bay. My beautiful wife Teresa has tolerated living with me since 1990 and given me the gift of three wonderful children, our oldest son Zachary and our middle child Caroline, who both work here at the firm, and our younger son Davis who is a student at Furman University. In my spare time I enjoy spending time with my family and golfing, fishing and hunting when the opportunity arises.
CFP® - Associate Advisor

Zack Sutton

My name is Zack Sutton and I am an Associate Advisor at Sutton Wealth Advisors, Inc. I have been at SWA since 2016 and have been securities licensed since June 2017. I am a CERTIFIED FINANCIAL PLANNER™ Professional and have held my certificate since August of 2019. My current securities licenses include the Series 7 and Series 66 FINRA licenses as well as a Life, Health, and Variable Annuity license with the state of Florida. I am also Life Insurance licensed in New Jersey, Tennessee, Texas, and Kansas. I attended Sewanee: The University of the South where I graduated with a Bachelor of Arts in Economics and Minors in Business and Politics. I was born in Tampa and have been a lifelong resident. In my free time I enjoy, reading, golfing, and hunting.
CFA-Lead Research Analyst

Matt Bertoncini

My name is Matt and I am the Lead Research Analyst at Sutton Wealth Advisors. I have been with SWA since April of 2019 and have thoroughly enjoyed my time here. Prior to joining SWA I was with Morgan Stanley, and I have been in the industry since 2013 when I graduated from the University of South Florida with a Bachelor’s of Science in Finance and a minor in economics. I hold the Series 7, 66, and FL Life Health and Annuity Licenses. I am also a CFA Charterholder. As a Chartered Financial Analyst, it is my job to review client portfolios/investments and review them with our investment committee. I also assist our advisors with preparing reports for things such as performance monitoring. My wife Emily and I live in Tampa with our two rescue dogs, Champ and Sophie.
Associate Advisor

Bill Hood

My name is Bill Hood and I have been in the financial services industry since late 2016. As an Associate at Sutton Wealth Advisors, I strive to help clients, friends and family reach their financial goals as comfortably and quickly as possible by providing them with unique solutions that are available amongst our advisory platform. Prior to joining Sutton Wealth Advisors, I spent 3 years in the Asset Management Division at Raymond James Financial, where I experienced the corporate side of the industry, as well as obtaining my Series 7 and Series 66 FINRA Licenses. I hold a Bachelor’s of Science degree from The University of Central Florida with a major in Finance. Growing up in Florida, and more specifically the Tampa Bay area, I enjoy boating, fishing and spending time with my family.
Operations Manager

Linda Kocher

I have been in the financial services industry for my entire career and with SWA since 1996. In addition to experience in banking with Bank of America and SunTrust and working for Golden Rule Insurance/United, I have excellent knowledge of the securities industry. I am currently registered as a Series 11 and Series 6 representative with FINRA. I manage and am responsible for the daily operations and client services for the firm. I have also achieved the designation of Financial Paraplanner Qualified Professional (FPQP). This experience and accomplishments provide me with an enhanced ability to assist clients in successful implementation of their financial and estate plans. I have lived in the Tampa area since 1980. My husband, David, and I have raised two children, Amanda and Jeffrey and we also have two grandchildren! Plus we enjoy our dobermans!
Financial Services Representative

Cindy Howard

o I started my career in the Banking and Finance industry in 2002. I found my home here at SWA in August of 2018 and am so happy to be part of the Sutton Wealth family. I have excellent knowledge of the banking and securities industry. I am registered with FINRA for my Series 6 and Series 63. I have earned my Financial Paraplanner Qualified Professional (FPQP™) designation through the College for Financial Planning. As part of this amazing team I am responsible for client services for the firm. My experience provides me with the tools I need to provide excellent customer service to all of our clients. I am married with 4 beautiful children. My husband Matt and I live in Tampa with our two sons Matthew and Anthony. We have also raised two beautiful daughters Ariel and Veronica. We enjoy road trips and just spending time together.
Administrative Assistant

Gwyn Cilk

My name is Gwyn Cilk and I am the Administrative Assistant at Sutton Wealth Advisors. In my past experience, I had 16 years of experience within the financial industry as a relationship manager to CFA and Trust Officer servicing client accounts as well as working with the client attorneys and CPA’s. In July 2008, I received my Florida Trust School certificate. I have lived in the Greater Tampa Bay area for 35+ years. My husband Larry and I have two daughters and four beautiful grandchildren. In our free time we enjoy the outdoors and spending time with our family.