portrait of Tucker J Nichols

About Tucker

As a financial advisor, I am passionate about developing long-term relationships centered around building wealth, living generously and leaving a legacy. We strive to be a voice of reason for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

When working with individuals and families, my team and I will focus on:
• Communicating proactively to keep you informed
• Helping you organize your personal finances to create simplicity
• Developing a roadmap for your financial priorities
• Identifying ways to mitigate risks to your strategy

We are often introduced to individuals as they approach...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Portfolio Reviews
  • College Savings
  • Retirement Income Strategies

Work History

  • Edward JonesSeptember 2022 to Current
  • Wethersfield High SchoolAugust 2021 to November 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of IL-Champaign/UrbanaBachelors

Personal Interests

  • Golfing
  • Hunting
  • Baseball
  • Football
  • Fishing

Team Members

  • Brooke Schwartz
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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