David TuckerWEALTH ADVISER
For nearly 30 years, David Tucker has helped guide the financial decisions of clients and their families throughout Central Indiana. He values the long and deep relationships he’s developed with the families he works with, some now extending into the second generation.
According to David, “It’s been rewarding to watch families grow, kids go to college and lifelong clients move into retirement.”
With active and complex lives, David’s clients look for working with a financial adviser who can help effectively organize their financial affairs, guide them through life’s transitions and help develop a sense of financial confidence.
He has extensive knowledge in the following areas:
- Financial planning for retirement
- Investment planning and management to support your financial objectives and work toward retirement income for life.
- Insurance planning to manage the financial risk of your death, disability or long-term medical care.
- Planning for the preservation and distribution of your wealth to family and charity.
David holds a Master of Science in Management from Purdue’s Krannert Graduate School of Management and a Bachelor of Arts from DePauw University.
He has continued his professional education, earning the Chartered Financial Consultant® and Chartered Life Underwriter® designations from the American College. He is also a Chartered Retirement Planning Counselor℠, having successfully completed study through the College for Financial Planning.
David is a native of Indianapolis and lives in Carmel, Indiana, with Martha, his wife of nearly 40 years. Their son Chris, another proud Purdue Boilermaker, makes his home in Denver with his wife Heather.
A longtime member of Second Presbyterian Church in Indianapolis, David enjoys biking on the Monon Trail, using FaceTime to watch grandson Jack grow, reading (especially Blackford Oakes novels) and long walks with Martha on Sunset Beach, their second home in North Carolina.