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For more than 25 years, Jeff Tucker has helped clients manage their financial needs. His extensive experience through major market shifts has enabled Jeff to deliver a high-level of personalized investment planning services to his clients.

After graduating from the University of Florida, Jeff began his career as a Financial Advisor with Dean Witter in 1989. He joined First Union Securities in 1995 and continued at the firm when it was acquired by Wells Fargo Advisors. Jeff has earned several accolades for his work, and was recognized as a Premier Advisor at his previous firm.

Jeff has been a proud resident of Ocala since 1974. He has three children: sons Nick and Chase and daughter Kali. Together they love traveling, boating, spending time at the beach, and watching their beloved Florida Gators. Jeff also enjoys golf and fishing with family and friends. Jeff attends the Church of Hope and is involved in several charitable organizations.

Jeffrey Tucker AIF®

Managing Director
Financial Advisor


Ocala, FL

4414 SW College Rd., STE 1450
Ocala, FL 34474
P: (352) 390-2828

Publications of Interest