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Judith T
CFP®, Series 63
Scotts Hill, TN
Optivise Advisory Services LLC
Judith Tucker is a CFP® professional at Optivise Advisory Services LLC with 29 years of experience in the financial industry. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. Outside of her advisory work, she owns a tanning salon and is an independent insurance agent and notary public. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a co-advisory program for employer-sponsored defined contribution plans, emphasizing continuous account monitoring and flexibility in investment management.
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