Locust Capital Expands Office in Carmel-by-the-Sea
Locust Capital, a Philadelphia based Registered Investment Advisory firm, announces that Adam Tucker is joining the West Coast Operation in Carmel-by-the-Sea, California. Mr. Tucker will hold the title of Managing Director
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PHILADELPHIA, PA, July 02, 2014 /24-7PressRelease/ -- Locust Capital Management is thrilled to announce the joining of Adam J. Tucker as Managing Director in Carmel-by-the-Sea, California.
Mr. Tucker has joined after a successful career in retail banking and wealth management. Adam's dedication to providing high quality customer-driven service to high net worth individuals and corporate clients established him as a private client branch manager with JP Morgan.
Mr. Tucker graduated from Fresno State University with a BS in Psychology.
Mr. Tucker and his family reside in Carmel Valley where he is an active member of his community including the Carmel Valley and Pacific Grove chambers of commerce, CUSD PTA, the Carmel Mission Foundation, and Carmel Youth Athletics. Raising two young children, Adam has become a seasoned coach of multiple youth sports and an enthusiastic chaperone of field trips.
For details on the firm and the Carmel-by-the-Sea office, visit our website, www.locustcap.com.
Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. The Advisors at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.
Locust Capital clients' portfolios are customized in a tax efficient manner using multiple asset classes and a "best of the breed" manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, asset protection, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire investment portfolio in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors. Please visit www.locustcap.com.
Locust Capital, which is regulated by the SEC, takes a fiduciary role in managing client portfolios.
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