Jimbo Huckabee

Jimbo Huckabee has been challenging clients to plan for financial security since starting his career with Northwestern Mutual in 1995, shortly after graduating from The University of North Carolina at Chapel Hill's Kenan-Flagler Business School.  He has established himself as a leader by cultivating relationships based upon integrity, knowledge, and commitment within his firm and industry.  Jimbo has also served as the Managing Director of Northwestern Mutual's Chapel Hill-Durham Office since 2002.

In order to meet the increasingly complex needs of his clients, Jimbo has built a team that shares his commitment to excellence.  The team works within a strategic platform that systematically monitors exposure to market risk.

Throughout his Northwestern Mutual career Jimbo has qualified for numerous company and industry awards including Million Dollar Round Table, the NAIFA Quality Award, the OARS Award, Managing Director Achievement Award, and membership of The Forum, an honor reserved for the top Northwestern Mutual Financial Representatives. 

He has also received The Triangle Business Journal's “40 Under 40” award for his achievements with Northwestern Mutual and in the community.

 

Professional Designations

 

Jimbo earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certificate from the Certified Financial Planner Board of Standards, Inc. This certification shows Jimbo's continued education and expertise in the area of financial services.

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest

 

To best serve his clients with insurance needs Jimbo also acquired his Chartered Life Underwriter (CLU®) designation from the American College.
 

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Professional Organizations

Jimbo has been decicated to growing his knowledge and expertise in financial planning, insurance and estate planning. Through this dedication Jimbo has gained membership to numerous professional organizations.

He is a member of the Association of Advanced Life Underwrting (AALU). AALU's members sell and service substantial volumes of life insurance for business continuation, estate and retirement planning, wealth accumulation and transfer, executive compensation, charitable planning, and employee benefits for individuals, families, estates, small businesses and corporations.

The mission of AALU is to promote, preserve and protect advanced life insurance planning for the benefit of our members, their clients, the industry and the general public.

Jimbo has qualified as a member of the Million Dollar Round Table (MDRT) from 1999-2006, 2008 and as a life member from 2009-2011. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

The mission of MDRT is to be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Jimbo is also a member of the National Association of Insurance and Financial Advisors (NAIFA) of North Carolina. NAIFA protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

The mission of the National Association of Insurance and Financial Advisors (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

 

Personal

A lifetime resident, Jimbo Huckabee lives in Durham with his wife Emmy, their daughter Boyce, and sons Quin and Sam.

In addition to spending time with his family, Jimbo enjoys playing golf, snow skiing and cheering on the Tarheels.

 

Huckabee Wealth Management Group

 

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