Huckabee Wealth Management Group

Huckabee Team

Hanna Windberg, Jason Yuhase, Emily Witzenman, Jimbo Huckabee, Bill Jova and Katie Gardiner

Huckabee Wealth Management Group, led by James "Jimbo" Huckabee IV, Wealth Management Advisor and Managing Director of the Northwestern Mutual - Durham-Chapel Hill Office, serves a variety of clients in Raleigh, Durham, Chapel Hill, and many surrounding areas. Our team of seasoned financial professionals comprises over seventy-five years of financial industry experience and includes two CERTIFIED FINANCIAL PLANNERTM practitioners as well as a CFA® charterholder.

Whether you are focused on retirement or education planning, investment management, risk management, or legacy planning we are here to help you identify your goals and create strategies to help achieve them.

Our Mission

"To empower our clients through financial and estate planning to live their lives without financial worry."

Huckabee Wealth Management Group

 

 


 

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck