Insights

Growing Acquisition Footprint Iberia Financial Services has expanded its market presence through recent acquisitions, including Florida Bank Group in 2022 and integration into First Horizon following its merger in 2020. This ongoing growth indicates opportunities for value-added services in integration support, cross-selling, and scalable financial technology solutions.

Focused Investment Management With a dedicated approach to personalized financial planning and a broad suite of investment products, there is potential to offer tailored wealth management solutions, advanced portfolio analytics, and digital advisory tools to enhance client engagement and retention.

Technology Utilization The company's existing tech stack includes Microsoft, Cisco, and Wiz, signaling openness to innovative cybersecurity, cloud infrastructure, and data management solutions. These areas present sales opportunities for security enhancement, cloud migration, and operational efficiency improvements.

Financial Growth Potential Although the company's current revenue is between 10 to 25 million dollars, its strategic acquisitions and regional expansion suggest significant growth potential. This creates opportunities to offer scalable financial technology, reporting automation, and back-office digital solutions to support expansion.

Market Positioning and Trends As a regional player in a competitive landscape with large counterparts like Wells Fargo and Bank of America, Iberia Financial Services can benefit from innovative client onboarding, CRM, and customer engagement platforms to strengthen its market position and attract high-net-worth 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 4 technology products and services including Microsoft Excel, Microsoft, Cisco, and more. Explore Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's tech stack below.

  • Microsoft Excel
    Editors
  • Microsoft
    Miscellaneous
  • Cisco
    Network Hardware
  • Wiz
    Security

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 1 format(s):
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

Where is Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's headquarters located?

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Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors's main headquarters is located at 200 West Congress Street Lafayette, Louisiana 70501 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

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.

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 April 2026, Vance Richard - Managing Director - Sr. Vice President, First Horizon Advisors has approximately 5 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Assistant Vice President / Operations Manager: L. D.Sr. Director: K. S.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 Microsoft ExcelMicrosoftCiscoWiz.

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

Investment ManagementLouisiana, United States2-10 Employees

Iberia Financial Services, L.L.C is dedicated to helping its clients achieve their long-term financial objectives. We offer the highest quality of personalized service, sound advice, and a wide range of flexible investment products that can be tailored to your individual needs.

Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. Iberia Financial Services can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for safekeeping, you need a financial partner who will tend to the seeds you’ve planted.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Iberia Financial Services, LLC is a wholly-owned subsidiary of IBERIABANK. Infinex is not affiliated with either entity.

Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Section iconCompany Overview

Headquarters
200 West Congress Street Lafayette, Louisiana 70501 United States
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

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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