Jimbo Huckabee, CFP®, ChFC® in

Jimbo Huckabee, CFP®, ChFC®

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Partner & Wealth Management Advisor at Luca Partners
📍 Chapel Hill, North Carolina, United States

Jimbo Huckabee is a Managing Director and Partner at Luca Partners, bringing over 27 years of experience in wealth management. A graduate of the University of North Carolina at Chapel Hill, he holds ChFC and CLU certifications. Colleagues describe him as objective, persistent, and a true professional in financial planning.

Outside of work, Jimbo is a family man who is married with three children. He is described as an avid golfer and outdoorsman who enjoys spending his free time with his family. As a UNC alumnus, he is also a dedicated fan of the Carolina Tar Heels.

He started his extensive career as a college intern at Northwestern Mutual and rose through the ranks to Managing Director before co-founding his own firm.

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Experience
27 Years
Current Role
Partner & Wealth Management Advisor
Job Level
Mid-senior
Location
Chapel Hill, North Carolina, United States
Personality Overview

How Jimbo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jimbo cares about

Wealth Management
His entire 27-year career is dedicated to wealth management, with a focus on helping clients save strategically, spend smartly, and achieve financial security.
Team Development
He has won awards for recruitment and retention at his previous firm and is currently focused on hiring and growing the team at his new firm, Luca Partners.
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Career

Work history

6-2020
Partner & Wealth Management Advisor
Luca Partners
1-2003 - 3-2020
Wealth Management Advisor
Northwestern Mutual
1-2002
Managing Director
Northwestern Mutual
2000 - 2002
Field Director
Northwestern Mutual
8-1995 - 11-1995
College Intern
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1995
BS
University of North Carolina at Chapel Hill
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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