Professional

Jimbo Huckabee began his career with Northwestern Mutual in 1995 after earning a degree in Business Administration from the Kenan-Flagler Business School. While attending Carolina, Jimbo was a member of the men’s tennis team. As a financial representative, Jimbo has achieved numerous industry and company specific awards and accolades.  

As a Northwestern Mutual Wealth Management Advisor Jimbo can offer his clients exclusive access to high quality investment and wealth management programs and services that can help them achieve their financial security goals. 

In 2004 Jimbo received the coveted “40 Under 40” award which honors top young executives in the Triangle for excellence, leadership and innovation. 

In 2005 and 2008 Jimbo was honored with the company’s Managing Director Achievement Award. The award recognizes overall excellence in District Agency development, including productivity, recruitment and retention of Financial Representatives, and persistency in serving and retaining clients.

In 2009 Jimbo received the Outstanding Achievement in Recruiting and Sales (OARS) award. This award recognizes Northwestern Mutual Managing Directors who perform exceptionally at developing their own practice as well as their District Network Office.

Jimbo consistently achieves The Northwestern Mutual Forum which honors the top 200 representatives in the entire Northwestern Mutual System.

Professional Designations

Jimbo earned his Certified Financial Planner (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.

CFP^® certificates are earned by the financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP^®Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP^® certification marks.

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

For more than 80 years, the CLU^®designation has been widely recognized and respected throughout the industry as a mark of superior educational standards and professional excellence for life insurance professionals. For Financial Representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU^® designation symbolizes continuing growth and commitment to professionalism.

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 serves as a member of the Million Dollar Round Table (MDRT). 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.

Community Involvement

Jimbo serves on the board of DurhamCares, a faith based charity that helps create awareness among the residents of Durham who want to serve their community but aren’t sure how. He is also a board member of Hope Valley Country Club and is actively involved in several charities.

A lifetime resident of Durham, Jimbo lives with his wife Emmy and their three children; daughter Boyce, sons Quin and Sam and their Jack Russell Terrier, Ferris.