Jeff Tucker

Jeff Tucker
AIF®
Financial Advisor Truist Investment Services, Inc.
The Tucker-Fontana Group of Truist Investment Services, Inc.

4414 SW College Rd,

Suite 1450,

Ocala, FL 34474-0002

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About me

Background

I’ve helped clients manage their financial needs for more than 30 years. My extensive experience through major market shifts enables me to deliver a high-level of personalized investment planning services, including retirement planning and investment management. 

I began my career as a Financial Advisor with Dean Witter in 1989 after graduating from college. I joined First Union Securities in 1995 and continued at the firm when it was acquired by Wells Fargo Advisors. I’ve received several accolades for my work and was recognized as a Premier Advisor at a previous firm.

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

Education

B/S Degree
University of Florida 1984 1987

Personal interests

A graduate of the University of Florida, I’m an avid UF alumni and like to travel to follow my Gators! I’ve been a proud resident of Ocala since 1974 and am very active in supporting a wide variety of community and religious organizations, including being a member of Church of Hope.

I love spending as much time as possible with my three children, Nick, Kali, and Chase. We enjoy fishing, snorkeling, and paddle boarding at Crystal River, and traveling to various other waterways around the state. I also like to go fishing and golfing with friends and clients.  

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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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