Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Darlene Tucker, CFP®

Darlene Tucker, CFP®

Investment Advisor Representative, Financial Services Executive

Domicile State: TN

Strategic Financial Partners

PO Box 129, 10145 Highway 114 W

Scotts Hill, Tennessee 38374

Phone: 731.549.2181

darlene.tucker@strategicfinancialpartners.com

 


Business Philosophy

My goal is to provide individuals, families, and business owners with assistance in building financial stability. With 20+ years of experience, and acquired skills, & knowledge, I am committed to providing guidance with clear direction to help clients meet their established goals. For me, success lies in becoming a lifelong resource for each client and the people they care about.

 

Qualifications

  • Certified Financial Planning professional™
  • Investment Advisory Representative
  • 20 Years Financial Service Experience
  • Million Dollar Round Table Qualifier  
  • Licensed Insurance Agent

 

Products and Services

  • Estate Preservation & Transfer Strategies
  • Special Needs Beneficiary Planning 
  • Planning for Non-Traditional Families
  • Charitable Giving & Education Funding
  • Insurance & Investment planning
  • IRA Consolidation/Rollovers
  • Pension Transfer/Rollovers & Payout Strategies
  • Tax Sheltered Annuities, 403(b) Plans 
  • Employee Benefits Design/Implementation
  • Business Continuity Planning
  • Key Employee & Buy/Sell Funding Strategies
  • Mutual Funds, Stocks, Bonds
  • Medicare Supplement Coverage
  • Variable & Fixed Universal Life Insurance
  • Term & Whole Life Insurance
  • Fixed & Variable Annuities
  • Disability Income & Long-Term Care

 

Personal

  • 20+ year resident of Scotts Hill, TN
  • Family: Husband, Glen, 3 Children & 9 Grandchildren.
  • Hobbies: Reading, Cooking, Boating, Gardening

 

Organizations

  • Member of National Association of Health Underwriters, NAHU
  • Past President of TN Association of Health Underwriters, TNAHU
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck