James H. Tucker,  CFP<sup>&reg;</sup> - Financial Advisor

James H. Tucker, CFP®

Wealth Advisor

Tucker Bria Wealth Strategies, LLC

3100 Tower Blvd, Suite 117
Durham, NC 27707
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General

James Tucker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tucker Bria Wealth Strategies, LLC in Durham, NC and the surrounding communities.

Financial Advisor Overview

Tucker Bria is the premier life-stage wealth strategy firm in the Carolinas and beyond.  Jim works with clients who are not only nearing or in retirement, but also those accumulating wealth or just starting out.

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Financial Advisor Experience

Jim Tucker is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Plans Specialist with the investment and financial planning firm of Tucker Bria Wealth Strategies, LLC.; Tucker Bria is dedicated to assisting you with exploring financial strategies at each stage of your life. The Firm is structured to work with you and your other trusted advisors such as your CPA and Estate Attorney. Jim is passionate about helping families navigate their life journey. He is a strong believer in money discussions among family members. He sees these discussions as important to de-mystifying money and its role your family history. Similar to the planting of an oak tree that can grow for over 100 years, each generation in a family should learn to become stewards of family wealth for the next generation. Jim has learned to define a family’s wealth beyond money to include valuing each family member as an individual and celebrating their knowledge and growth. Jim enjoyed a successful business career prior to entering the wealth management field in 2003. His business experience includes time as a Wall Street investment banker and as an investment manager for a regional mall real estate portfolio of a national insurance company. Jim’s entrepreneurial endeavors include being a member of the management team that grew Natural Wonders, a mall-based nature and science gift retailer, from a venture capital backed start-up into a publicly traded company. Additionally, he was an early employee of the Charlotte-based technology company, AvidXchange. Jim earned his undergraduate degree from Duke University (A.B., Public Policy) and his MBA from Harvard Business School. He is a former Duke University swimming record holder and current member of U.S. Masters Swimming. He enjoys wine, food and travel or any combination of the above. Jim and his wife, Valerie Hausman, have two sons, Andrew (20) and Justin (18), and reside in Chapel Hill, North Carolina.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plans Specialist

Insurance Licenses

  • Life insurance: AK, CA, FL, MA, MD, MI, NC, PA, SC, VA
  • Health/disability insurance: AK, CA, FL, MA, MD, MI, NC, PA, SC, VA
  • Fixed annuities: AK, CA, FL, MA, MD, MI, NC, PA, SC, VA
  • Variable annuities: AK, CA, FL, MA, MD, MI, NC, PA, SC, VA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TN, TX, VA, VT, WA.  No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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