A Team You Can Trust
James "Jimbo" Huckabee IV, Wealth Management Advisor and Managing Director of Northwestern Mutual - Chapel Hill Office and his team serve a variety of clients in the greater Triangle area. In representing one of the finest financial services companies, his core values of integrity, personal responsibility, excellence and family should be without compromise. Jimbo recognizes the quality of the client relationship as the hallmark for success. Only by helping clients visualize their potential for financial security can Jimbo keep the client headed in the right direction to realize their financial potential.
"To empower our clients through financial and estate planning to live their lives without financial worry"
Wealth Management Advisor
2015 Investment Forum at Old Chatham Golf Club
On April 2, 2015 Managing Director Jimbo Huckabee and his team hosted an investment forum at the Old Chatham Golf Club with Ronald P. Joelson, Northwestern Mutual Executive Vice President and Chief Investment Officer and Michael G. Carter, J.D., CPA, Northwestern Mutual Executive Vice President and Chief Financial Officer. Ron, who oversees Northwestern Mutual’s $174.0 billion general account investment portfolio, and Mike, who is responsible for the company’s financial management functions, strategic planning and enterprise risk management, shared their insights on Northwestern Mutual’s investment philosophy, performance and market expectations with those in attendance. The presentation was followed by a Q&A session with local investment professionals from the Triangle area.
Northwestern Mutual Honors Jimbo Huckabee
Jimbo Huckabee has been awarded the 2015 District Network Office Market Development Award from Northwestern Mutual.
According to a statement from the company, "The honor recognizes Huckabee for an outstanding year of performance with Northwestern Mutual, serving the financial security needs of clients and policy owners throughout the region."
A Career as a Financial Representative
Jimbo Huckabee is also the Managing Director of a District Network Office for the Northwestern Mutual Financial Network located in Chapel Hill, North Carolina.
To learn more about a career as a Financial Representative, visit the Chapel Hill Group website.