New Member – Jim Tucker

Please welcome new member, Jim Tucker.

Jim Tucker is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plans Specialist.  He co-founded the investment and financial planning firm of Tucker Bria Wealth Strategies, LLC.  He was born and raised in Pittsburgh, PA.

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.

Jim 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’s service focuses are in the areas of affordable housing, K-12 education and autism.

Jim and his wife, Valerie Hausman, have two sons, Andrew (20) and Justin (18), and reside in Chapel Hill, North Carolina.

Speak Your Mind