Jackie Tucker
Organization: Bridgeworth Financial, LLC
Title: Partner and Financial Advisor
Address: 201 Office Park Drive, Suite 300
Birmingham, AL 35223
Phone: 205-909-5000
Fax: 205-909-5001
Website: www.bridgeworthfinancial.com
E-mail: jackie@bridgeworthfinancial.com
Company mission: Bridgeworth Financial provides fee based financial advisory services customized for each client's situation and personal objectives. Clients benefit from a team approach to planning with expertise in wealth management, retirement & income distribution planning, estate planning, risk management, and business planning.
Job description: Jackie is an accomplished professional - a CERTIFIED FINANCIAL PLANNER ™ practitioner, Chartered Financial Consultant & Chartered Life Underwriter. She consults with individuals and small business owners and specializes in retirement planning, asset management, and income distribution. She works with clients to help them identify their needs and formulate their goals and is committed to excellence and integrity in assisting clients toward realizing their financial objectives.
Length of service: 27 years
Family: Married to Jimmy Tucker, Senior VP, BBVA Compass Bank
Favorite Awards, Honors/Interests: Board of Directors, YWCA Central Alabama; Board Member Women’s Exchange; Board Member of Old Overton Ladies Golf Association; Network Birmingham Woman of the Year; Birmingham Business Journal, Top Birmingham Women award.
Personal Business Philosophy: Treat every client situation as if it were my own and deliver what I promise.
Favorite Quote: “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” Emerson
Advice to Women: While making your way in the business world, remember there is nothing more important than God, your family, and your friends.
Best Advice ever received: “Lighten up”
Secret to surviving in Business: Delegate - do only the things that only you can do.
Strongest inspiration: My clients
Secret to dealing with employees: Recruit talented individuals; train them properly; treat them with respect; pay them well; delegate to them, give frequent praise; and leave them alone and trust them to their job!
Special comments: Associates of Bridgeworth Financial, LLC are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. 205-871-6690. Insurance offered through Lincoln affiliates and other fine companies.
