CoverProfile

Trey Andrew

Wealth Advisor

Carson Wealth Management Group

United States, Arizona, Tucson

About Me

Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009 he has been engaged in various personal and professional real-estate investments, property management services, and small businesses ventures. He has served clients throughout the country in virtually every stage of life and career. Prior to joining Carson Wealth Trey almost exclusively focused on the unique challenges and opportunities that face our nation’s physicians (e.g., their contracts, compensation, practices, partnerships, loans, benefits, tax-efficient investment needs, asset protection concerns, and risk management strategies). Trey said that he “…committed to Carson Wealth not

View more

Profile Information

Wealth Advisor

Carson Wealth Management Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Tucson

Arizona

United States

Aug 7, 2024

More profiles to browse

Profile Photo
Bill Day
Managing Director, Wealth Advisor
Profile Photo
Mike Kabarec
Senior Wealth Advisor
Profile Photo
Teri Shepherd
President
CS
Craig Splan
Managing Director, Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation