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Robert Darwin

Advisor at Tucker Asset Management LLC

Updated today
Tucker Asset Management LLC logo

Firm

Tucker Asset Management LLC

Location

Beaumont, TX 77701

Credentials

Series 65

Industry experience

7 years

Fee options

Fixed

Fixed fees for financial planning range from $2,000 to $10,000

Percentage

up to 2.00% annually

Project-based

Work history

Tucker Asset Management LLC

2018 - Present (8 years)

Merit Advisory Partners

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jadon E

Series 66

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Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner

Catherine G

Series 66

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Edward Jones

Retirement income strategy Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Women Professionals

Jennifer W

Series 63, Series 66

Port Arthur, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Hispanic/Latino/Latinx

Logan K

Series 66

Beaumont, TX

Merrill

Logan King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides clients with personalized wealth management strategies that reflect a comprehensive understanding of their financial situation and priorities. Logan leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of clients’ financial lives. Logan’s expertise includes education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He works closely with clients to tailor portfolios, build long-term relationships, and construct financial models aimed at helping them navigate market volatility and transition smoothly through different life stages. Logan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He holds a bachelor's degree from Lamar University and is a member of the Coastal Conservation Association. Outside of his professional work, Logan has interests in basketball, camping, cooking, fishing, football, golfing, hunting, spending time with family, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.)

Russell S

Series 63, Series 65

Beaumont, TX

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Russell Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in helping clients navigate complex financial situations, including managing concentrated stock positions, transition events such as retirement, inheritance, or business sales, and coordinating comprehensive financial and legacy plans in collaboration with clients’ attorneys and accountants. Russell also provides access to Bank of America Private Bank services, including trust and estate planning, as well as customized lending and overall banking solutions. Russell’s expertise spans multiple client focus areas such as college education planning, family wealth management strategies, personal retirement and retirement income planning, philanthropic planning, small business strategies, women and wealth, and tax minimization. His approach emphasizes transforming uncertainty into clarity, helping clients make informed financial decisions amid changing economic and geopolitical landscapes. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Houston System. A native Texan and proud Eagle Scout, Russell is actively involved in community organizations including the Boy Scouts of America and the Exchange Club of America. Outside of work, he pursues a range of adventure sports such as boating, fishing, running, scuba diving, skiing, and skydiving, and values spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax strategies for small businesses Women Professionals

Tina L

Series 63, Series 66

Beaumont, TX

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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