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
Trey Andrew
Wealth Advisor
Carson Wealth Management Group
United States, Arizona, Tucson
About Me
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
RC
Ron Carson
Founder and CEO, Co-Chief Investment Strategist
CS
Craig Splan
Managing Director, Wealth Advisor
Teri Shepherd
President
AH
Annette Hargis
Chief Financial Officer
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
PM
Prtima MISHRA1
Software Engineer
PA TEST
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc