Trey Andrew

Meet with Trey

Trey is a wealth advisor who focuses on his clients’ short-term needs and long-term goals. Since 2009, he has engaged in real estate investments, property management, and small business ventures, serving clients nationwide in all life stages. Before joining Carson Wealth, Trey specialized in the unique financial challenges of physicians, including compensation negotiation, partnership buy-in, debt management, benefit packages, tax-efficient investments, asset protection, and wealth and risk management.

Trey chose Carson Wealth for its commitment to being the most trusted financial resource for high-income, high-net-worth, and retiree populations. Carson Wealth excels in navigating the global economic environment, providing education, resources, products, and services tailored to clients’ needs. Carson is a top independent advisory firm with a local Tucson, Arizona presence but with national resources.  Carson has received numerous accolades: Forbes Best-in-State, InvestmentNews Icon and Innovators, Barron’s Magazine Hall of Fame Inductee and Barron’s Top 100 Independent Advisors.

Trey is the president of the Southern Arizona Financial Planning Association and an active member of the Southern Arizona Estate Planning Council. He also holds a bachelor’s degree, two master’s degrees, as well as Series 66 registration and Life and Health licenses.

Trey and his wife Angela have two children, Titus and Blaise. He is dedicated to coaching, mentoring, supporting, and working with at-risk youth, and has a passion for coming alongside caregivers.  Trey is a self-declared “un-sophisticated foodie” who enjoys serving, learning, mentorship relationships, reading, working out, and (with two boys) playing in the great outdoors.