Nicholas Tucker Email & Phone Number

Troy, Mi, Us

Troy, Michigan

Nick is a co-founding partner of 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 your firm reach defined objectives. 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 business planning, establishing objectives, creating structure, and conducts… Show more Nick is a co-founding partner of 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 your firm reach defined objectives. 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 business planning, establishing objectives, creating structure, and conducts regular reviews of these systems to achieve efficiency of all team members. His personal values of integrity and establishing a balance between home and work match the KMG culture. Nick has acquired his Series 7, 63, and his life and health insurance licenses. Show less

United Capital Parnters, Inc. is a Transformational Acquirer of financial advisory firms nationwide. Duties included initial implementation strategies and establishing the day-to-day operations through systems and processes for newly acquired financial planning practices.

Virtual Management Solutions, Inc. is a consulting company for financial planning practices. Duties included conducting opportunity audits for new business opportunity, creating advisory firm and team member goals, conducting weekly leadership meeting with Senior Financial Advisors, client appointment preparation and establishing systems and processes for financial planning practices.

Bommarito, Ciucci & Associates is a comprehensive financial, estate, and investment advisory firm which was recognized as one of the top 1% of advisory firms of American Express Financial Advisors, Inc. Duties included preparing for client appointments, sitting as a second chair to the advisor in client meetings, conducing all client meeting follow up items and building on-going relationships with clients. This role was integral in teaching the client relationship model and all key areas of… Show more Bommarito, Ciucci & Associates is a comprehensive financial, estate, and investment advisory firm which was recognized as one of the top 1% of advisory firms of American Express Financial Advisors, Inc. Duties included preparing for client appointments, sitting as a second chair to the advisor in client meetings, conducing all client meeting follow up items and building on-going relationships with clients. This role was integral in teaching the client relationship model and all key areas of financial planning. Show less