Steve Tucker leads the team of financial advisors and directs strategic growth for Woodforest Wealth Strategies. With over 25 years of financial services experience, Steve is passionate about working with financial advisors to build and maintain a successful practice that delivers results for individuals, corporations and families.
Before joining Woodforest, Steve led a number of key initiatives for Merrill Lynch focused on maximizing results for new and existing advisory practices. Steve believes that good wealth planning should be disciplined, and he focuses on partnering with and mentoring others, effective communication and consistent execution to help drive a better experience for all.
Community Involvement and Support¹
- United Way, Past Campaign Chair
- LEAD Mentor (Women’s Leadership Group)
Education and Certifications
- Miami (OH) University, BA
- Series 7, 9, 10, 24, 63, 65, Securities Licenses
Professional Experience and Recognition
- Bank of America Merrill Lynch
- Midland States Bank
¹Raymond James is not affiliated with the above organizations and/or charitable causes