Trey Andrew
Wealth Advisor at Generous Wealth Advisors, an EverSource Wealth Advisors team
- Role
- Financial Advisor at Eversource Wealth Advisors
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
About Trey Andrew
Trey is a financial 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 Generous Wealth Advisors, an EverSource Wealth Advisors team, 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 has a bachelor\'s degree and two master\'s degrees as well as holds Series 66 and Life and Health licenses. Trey is a member of the Southern Arizona Estate Planning Council and has committed much of his time, effort, and resources to working with at risk youth-Generous Wealth Advisors is an EverSource Wealth Advisors team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor. EverSource Wealth Advisors, LLC is a registered investment advisor (RIA). The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
Experience
Financial Advisor
Feb 2025 — Present · Tucson, AZ, US
Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Generous Wealth Advisors.
Education
Wheaton College
BA
2002 — 2006
Covenant Theological Seminary
M.A. in Theological Studies and M.A. in Counseling
2011 — 2015
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