Professional Financial Services, Inc.

 

Robert E. Tucker began his career in financial services in 1972 and incorporated his practice in 1983 at which time he registered its name, Professional Financial Services, Inc. (PFS, Inc.),with the states of Virginia, Maryland and the District of Columbia.

PFS, Inc. filed to be a Registered Investment Advisor in 1987 in all three jurisdictions and it offers a full complement of financial, estate and business planning services.  PFS, Inc. is also licensed to sell insurance products in the District of Columbia, Georgia, Maryland and Virginia.

Please be advised we can only do business with people who reside in the states in which we are licensed.

Our Team:

Robert E. Tucker, President

Bob Tucker has a foundation of experience in the financial services business that now spans more than 41 years.  Having earned a Bachelor of Science degree from the University of Tennessee, Bob expanded his education to the fields of finance and insurance and earned the prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant degrees from The American College in Bryn Mawr, Pennsylvania.

A well-known and respected leader in the financial services community, Mr. Tucker is a member of:

The National Association of Insurance and Financial Advisors (NAIFA)

The Financial Planning Association (FPA)

The Million Dollar Round Table (MDRT)

The Society of Financial Service Professionals

Mr. Tucker has held many leadership roles in professional associations including tenures as a National Trustee of both the National Association of Insurance and Financial Advisors and the Life Underwriter Training Council.

He is a noted speaker and contributing author on a range of topics, including charitable giving, estate planning, wealth accumulation, portfolio design, and insurance planning.

Robert E. Tucker is an independent Registered Representative of H. Beck, Inc. He holds FINRA Series 7, 31, 63 and 65 registrations and is licensed to sell securities in D.C., CA, DE, FL, MD, NC, PA, SC, TX, VA and WV. He is a resident of the state of VA.

Robert E. Tucker is licensed to sell life, health, and annuity insurance products in DC, FL, IA, LA, MD, NC, PA, SC, TX, VA and WV.

Mr. Tucker qualified for Top of the Table in 2005, 2007, 2008. 2009, 2012, 2013, 2014, 2015, 2016 and 2017 and Mr. Tucker qualified for Court of the Table in 2000, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017 with the Million Dollar Round Table placing him in the top 5% of insurance agents in the United States. In addition, he is a consistent qualifier for the Top Producer Group within his Broker-Dealer, H. Beck, Inc., which places him in the top 1% of H. Beck registered representatives.

Mr. Tucker has created a unique seminar on Social Security Benefits and Comprehensive Financial Planning, which has been presented to a number of businesses and individual groups.


 

Dana Faye West, Office Manager & Senior Executive Assistant

Faye West is the Office Manager and Executive Administrator for Professional Financial Services, Inc. She joined the company in May 2006.

Faye obtained her Securities License and is a Registered Representative with H. Beck.  She handles the processing, tracking and record keeping for all investment accounts and is authorized to interact with clients regarding their existing securities accounts.

In addition, Faye supervises all staff operations and projects, and she is currently acquiring skills in all forms of insurance transactions placed by Professional Financial Services, Inc.

 

James E. Frye, Senior Staff Analyst

Jim Frye received his Masters of Business Administration in 1988 from the Wharton School of Business. Following tenures in financial management with Marriott Corporation and then as an administrator with Columbia Baptist Church, Jim joined Professional Financial Services, Inc. in 1999.

He assisted in the development of Professional Financial Service, Incs customized Cash Flow Analyses regarding retirement, incapacity planning and the needs of survivors in the event of a client's premature death, and he is our Senior Staff Analyst assisting in financial evaluations.