Robert Tucker (CFA, CFP®)

Additional Information

I'm Rob Tucker, the founder of Tucker Wealth Advisory. Having transitioned from life in large corporations, I am really looking forward to this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together.

My experience in financial services and banking spans over 35 years. Most recently, I was Head of Pricing, Deal Modeling, and Analytics at BNY Mellon Wealth Management. Before that, I was a Managing Director at JP Morgan and held a variety of roles in Finance and Product Management at Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry.

With an MBA in Finance from The Wharton School of the University of Pennsylvania and a BS in Engineering from Cornell University, I've definitely got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients.

I am both a CFP® certificant and a CFA® Charterholder.

Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy.

I look forward to meeting you and seeing what we can accomplish together.

I listen carefully, and provide a calm judgement-free environment with a strong quantitive approach.

Pricing is flexible, with engagement options including project-based, hourly or on-going.