Jackie Tucker
Organization: First Financial Group of the South, Inc.
Title: Financial Consultant and Shareholder of the Firm
Address:
201 Office Park Drive, Suite 300
Birmingham, AL 35223
| Phone: (205) 803-3333 |
| Fax: (205) 803-3331 |
| www.FirstFinancialGroupInc.com |
| jatucker@lnc.com |
Company Mission: FFG provides fee based financial planning services and products for individuals and small business owners. Planning is customized for each situation and can include retirement, estate, and business succession planning; asset allocation and investment analysis; college education planning; and insurance analyses. In addition, First Financial Group provides fee based asset management services and other financial products (such as mutual funds, annuities, and insurance products) which may be needed for plan implementation.
Job Description: I consult with individuals and business owners who are interested in a long term advisory relationship. I assist them in establishing their goals, objectives, and priorities and work with our Planning Department in formulating a sensible financial "roadmap" for the future. I then provide guidance through the implementation phase of the planning process and conduct yearly reviews in order to monitor progress toward goals and objectives. Many of my clients also have assets under management and reviews and/or communications I these situations are generally on a quarterly basis.
Legth of Service: 20 years
Accreditations: Certified Financial PlannerTM, Chartered Life Underwriter, Chartered Financial Consultant, Series 7 securities representative.
Family: Married to Jimmy Tucker, Senior VP-Investments, Compass Bank; step-daughter, Debbie Corbett and two cairn terriers who think they are children, Buster Brown and Rizzo.
Favorite Awards & Honors: Recipient of Network Birmingham Woman of the Year and Birmingham Business Journal, Top Birmingham Women awards. It has also been an honor to serve as a Board Member for the Women's Exchange.
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 your God, your family and your friends.
Best Advice Ever Received: "Lighten up"
Secret to Surviving in Business: Daily discipline in working the business plan and remembering to delegate - do only the things that only you can do.
Strongest Inspiration: My clients.
What being in business has taught you: Being in business has taught me many skills which carry over into other areas of my life, i.e., patience, discipline, organization, interpersonal and negotiation skills.
Secret to dealing with employees: Train them properly, treat them with respect, pay them well, delegate to them, and then leave them alone and trust them to do their job!
Special comments: Associates of First Financial Group of the South, Inc. offer securities and investment advisory services through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. (205) 871-6690. Insurance offered through Lincoln affiliates and other fine companies.
