Jeffrey A. Tucker,
AIF®
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Brick City Group of Truist Investment Services, Inc.
4414 SW College Road
Ste 1450,
Ocala, FL 34474-0002
About me
Background
Jeff has helped clients manage their financial needs for more than 35 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.
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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 traveling with his wife Mandy and children, Nick, Kali, Aislynn and Chase. Together, they enjoy boating and paddle boarding at Crystal River, and traveling to various other water destinations around the state. His hobbies include fishing and golfing with friends and clients.
