Advisor at Tucker Wealth Advisory
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Firm
Tucker Wealth Advisory
Location
Westfield, NJ
Credentials
CFP®, CFA®
Industry experience
5 years
I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton.
Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together.
Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry.
I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients.
Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy.
I look forward to meeting you and seeing what we can accomplish together.
I listen carefully and provide a calm judgement-free environment with a strong quantitative approach.
Pricing is flexible, with engagement options including project-based, hourly or on-going.
Some of my services are:
N/A
N/A
$300
Fixed fee projects priced based on estimate of complexity and time required
Westfield, NJ
New Jersey · New York · Texas
Tucker Wealth Advisory LLC
2023 - Present (3 years)
N/A
2023 - 2023 (1 year)
BNY Mellon Wealth Management
2008 - 2023 (15 years)
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