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Robert D

Series 65

Beaumont, TX

Tucker Asset Management LLC

Robert Darwin is a financial advisor at Tucker Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2018. Prior to that, he has operated Merit Advisory Partners since 1998, where he is involved in marketing annuities and life insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of investment strategies including alternative investments and direct indexing.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scot S

Series 65

Beaumont, TX

Tucker Asset Management LLC

Scot Sexton is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and six years of industry experience. He has been with Tucker Asset Management since 2019 and previously worked at MCT Credit Union from 2010 to 2019. In addition to his advisory role, he is involved with Merit Advisory Partners, an insurance agency. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investment platforms in its portfolio management.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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