Insights

Growth through acquisitions Given Iberiabank's history of mergers and acquisitions, there is a sales opportunity to discuss scalable investment platforms, integration services, and cross-brand wealth management solutions that support post-merger consolidation and enhanced client experience.

Integrated advisor tech The tech stack includes nCino, JavaScript, Python, TypeScript, Canva, and Adobe Creative Suite, indicating openness to modern, integrated fintech and CRM/portfolio management enhancements—ideal for selling digital collaboration tools, analytics, and client portal accelerators.

Boutique scale, broad reach With a small employee base (2-10) yet a parent with large regional presence, there is a need for scalable, outsized impact solutions such as outsourced operations support, outsourced chief investment officer services, and configurable product catalogs.

Risk-aware products The offering of investment and insurance products through Infinex and the note on investment risk suggests opportunity to introduce risk analytics, compliance-ready RIA platforms, and suite of insurance tech to streamline product positioning and suitability tooling.

Strategic growth partners Historical acquisitions and mergers imply a focus on strategic growth; propose high-value partnerships around wealth management platforms, data integration, and client-onboarding enhancements to accelerate cross-sell of investment products to existing bank clients.

Similar companies to Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors

Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors Tech Stack

Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors uses 8 technology products and services including Canva, Apache Kafka, Figma, and more. Explore Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's tech stack below.

Media & News

Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's Email Address Formats

Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors uses at least 3 email formats:
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors Email FormatsExamplePercentage
First.Last@iberiabank.comJohn.Doe@iberiabank.com
78%
FLast@iberiabank.comJDoe@iberiabank.com
21%
Last.First@iberiabank.comDoe.John@iberiabank.com
1%

Frequently Asked Questions

What is Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's phone number?

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You can contact Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's official website and social media links?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's official website is iberiabank.com and has social profiles on LinkedIn.

How much revenue does Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors generate?

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As of August 2026, Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's annual revenue is estimated to be $10M - $25M.

What is Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's NAICS code?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors have currently?

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As of August 2026, Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors has approximately 4 employees across 4 continents, including North America, Europe and Africa. Key team members include Managing Director: R. G. Explore Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's employee directory with LeadIQ.

What industry does Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors belong to?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors operates in the Investment Management industry.

What technology does Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors use?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's tech stack includes Canva, Apache Kafka, Figma, Microsoft Active Directory, ServiceNow, Cisco, Microsoft Azure and Dynatrace.

What is Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's email format?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's email format typically follows the pattern of First.Last@iberiabank.com. Find more Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors email formats with LeadIQ.
Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors logo

Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors

Investment ManagementLouisiana, United States2-10 Employees

Vance Richard serves as Managing Director and Senior Vice President at First Horizon Advisors, reflecting the broader Iberia Financial Services framework linked to IBERIABANK. Operated from Lafayette, Louisiana, the firm positions itself in the investment management industry, offering personalized investment guidance and a range of flexible products designed to adapt to clients’ evolving financial needs over time. Its client base includes individuals seeking growth or income outside traditional bank savings, with services focused on developing and adjusting investment plans to meet long-term objectives, whether for short-term events or long-term preservation. The company operates as a subsidiary of IBERIABANK, with investment and insurance products provided through INFINEX INVESTMENTS, INC., a relationship that emphasizes access to a variety of investment options while noting the associated risks and lack of FDIC insurance on those products. A recent ecosystem development within the broader organization includes Iberiabank’s historical consolidation and mergers under First Horizon, underscoring ongoing structural integration within the regional banking and investment services landscape.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's revenue is estimated to be in the range of $10M - $25M

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