The Tucker-Fontana Group of Truist Investment Services, Inc. The Tucker-Fontana Group of 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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Who we are

The Tucker-Fontana Group of Truist Wealth leverages its extensive knowledge and experience to help our clients secure their financial future. Our primary focus is to provide a personalized and disciplined approach to investment management based on honesty, integrity, and mutual trust.

Our Collaborative Approach
Collaboration is essential to effective investment planning, which is why we begin with an in-depth discussion to help identify a client’s goals, risk tolerance, and time horizon. Then, we develop a holistic financial plan to help them attain their vision for the future. We actively monitor the plan and provide periodic recommendations to help the client progress toward their financial goals.

We are a team of professionals committed to our client’s financial success. While each team member focuses on different aspects of the overall management process, we believe that our collaborative approach best supports our clients’ needs. With their approval, we may also work with their attorney, accountant, and other trusted professionals to design and implement strategies that may further strengthen their financial plan.

Our Client Commitment
Client interests always come first. We are here to help them meet—or possibly exceed—your financial objectives. Our clients become active members of their financial planning team, and we depend on their enthusiastic participation to ensure their plan’s successful realization. We regularly meet with them to review their plan’s progress and discuss any recommendations. 

We work to maintain our clients’ trust and build strong, enduring relationships by delivering excellent service and providing sound financial advice. Our success is measured by our clients’ success.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Sherri L. Hunt
Sherri L. Hunt
Registered Client Service Associate
Zaneh M. Gonzalez Romaine
Zaneh M. Gonzalez Romaine
Registered Client Service Associate
Serving Clients
We deliver quality advice, exceptional service, and a wide range of financial resources to help our clients reach their goals. Our purpose is to be a guide: Providing solutions for the multi-dimensional aspects of a client’s—and their family’s—financial affairs and being with them, step-by-step, through both expected and unforeseen life events.

The Process
  • Discovery: We start by knowing the right questions to ask and intently listening to the answers, striving to clearly learn a client’s dreams and expectations, challenges and fears, plans for today, and vision of the future.
  • Analysis: Using the discovery information, we design a custom roadmap to accomplish the identified short- and long-term goals.
  • Advise: After sharing recommendations, addressing questions, and solidifying the agreement, we put the now-customized plan to work employing Truist’s full resources.
  • Oversight: Regular plan monitoring is critical, especially in the context of the client’s evolving needs and changing economic factors.

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