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Jeffrey Tucker

Jeffrey A. Tucker, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.

4414 SW College Rd

Suite 1450,

Ocala, FL 34474-0002

Jeff.Tucker@Truist.com

Phone 352-390-2828

Fax 352-854-3303

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About me

Background

Jeffrey Tucker has helped clients manage their financial needs for more than 30 years. His extensive experience through major market shifts enables him to deliver a high-level of personalized investment planning services, including retirement planning and investment management. 

Jeff began his career as a Financial Advisor with Dean Witter in 1989 after graduating from college. He joined First Union Securities in 1995 and continued at the firm when it was acquired by Wells Fargo Advisors until 2015. Our team has been with Truist Investments Services (formerly BB&T Scott & Stringfellow) since 2015. 

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

Education

Bachelor of Science Degree
University of Florida 1984 1987

Personal Interests

Jeff is a graduate of the University of Florida, and is an avid UF alumni and likes to travel and follow the Florida Gators! Jeff is a proud resident of Ocala since 1974 and is very active in supporting a wide variety of community and religious organizations, including being a member of Church of Hope.

He loves spending as much time as possible with his three children, Nick, Kali, and Chase. Together, they enjoy fishing, snorkeling, and paddle boarding at Crystal River, and traveling to various other waterways around the state. He also likes 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 and/or wealth 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

Locations

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