Jamie Tucker

Jamie Tucker, CPWA®, AIF
Financial Advisor Private Client Group Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

About me

Background

Jamie Tucker is a Managing Director and Financial Advisor with Truist Investment Services, Inc., offering clients more than 17 years of financial services, retirement planning, and investment management experience. His focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, and implementing an appropriate investment plan to obtain measurable results. He also consults on risk management, retirement planning, estate planning and other critical financial strategies. 

Jamie started at Truist in 2006 as a Private Financial Advisor. Before joining Truist, Jamie was a Financial Advisor with Merrill Lynch. He also worked as the CFO of Outback Sports. 

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

Education

B.S. in Business Administration and Finance, Minor in Economics
University of Florida 1994

Personal Interests

Jamie is active in his community and currently serves on the Development Committee with New Life Village.

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

  • 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

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