Nicholas Tucker

Visionary @Advisor Legacy

Troy, MI, US
EMAILS
n••••••@advisorlegacy.com
MOBILE NUMBERS
+13•••••••77

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WORK HISTORY

Jul 2005 — Present

Visionary @Advisor Legacy

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Troy, MI, US

Nick is a co-founding partner of Advisor Legacy (formerly Key Management Group, Inc.) Nick\'s analytical and innovative approach addresses your business models strengths and weaknesses to develop a customized, detailed plan that will help you build, live and leave a legacy. His clear operational focus and ability to generate fresh, new ideas unlocks the perfect solutions to keep your firm on track. He works with financial advisory teams on the 5 key areas of practice management to achieve the results you are looking for. His personal values of integrity and establishing a balance between home and work match the Advisor Legacy culture. Nick has acquired his Series 7, 63, and his life and health insurance licenses.

SKILLS

Mergers & AcquisitionsLeadership DevelopmentFinancial PlanningBusiness PlanningOperations ManagementSix SigmaTeam BuildingStrategic PlanningStrategic Financial PlanningBusiness StrategyPractice ManagementBusiness ValuationCoachingWorkflowProcess ImprovementSeries 7Succession Planning

ABOUT NICHOLAS TUCKER

At Advisor Legacy, we give financial advisory practices the help they need - and only…

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