A Team You Can Trust

Huckabee Wealth Management Group led by James "Jimbo" Huckabee IV, Wealth Management Advisor and Managing Director of Northwestern Mutual - Chapel Hill Office, serves a variety of clients in the greater Triangle area. In representing one of the finest financial services companies, their core values of integrity, personal responsibility, excellence, and family are without compromise. Jimbo recognizes the quality of the client relationship as the hallmark of success. Only by helping clients visualize their potential for financial security can Jimbo and his team keep them headed in the right direction to realize their financial potential.

Huckabee Team

Bill Jova, Emma vanBree, Jimbo Huckabee, Emily Witzenman, Katie Gardiner, and Jason Yuhase

Our Mission

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

Huckabee Wealth Management Group


Our team was honored at the 2017 Celebration of Excellence on Friday, March 3rd at the NC Museum of Natural Sciences in Raleigh.  The Financial Security Creation Award recognizes our firm’s top financial representatives who help their clients achieve their goals through balanced financial plans and a total needs approach.


Jimbo Huckabee Featured at Northwestern Mutual Southern Regional Meeting

February 3, 2017 - Jimbo Huckabee was invited to speak to over 2,000 Northwestern Mutual colleagues at the 2017 Northwestern Mutual Southern Regional Meeting at the Gaylord National Resort Gaylord National Resort & Convention Center near Washington, D.C.  In his 40-minute presentation, Jimbo shared leadership lessons learned during his 15 years as Managing Director of the Durham/Chapel Hill office. He shared his experiences with regards to personal development, team building, and employee engagement. He also shared solutions for growing a successful practice, empowering team members to be the best versions of themselves and developing a positive office culture.

Huckabee Wealth Management Group

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

See Your Complete Financial Picture

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