Mike Sullivan Joins TCI Wealth Advisors, Inc. – Press Release

For Immediate Release

Contact: Missy Eddy
(877) 733-1859

Mike Sullivan Joins TCI Wealth Advisors, Inc.

TUCSON, Ariz. (May 20, 2015) – Mike Sullivan, CFA, has joined TCI Wealth Advisors, Inc. as an advisor serving clients throughout Arizona.

Sullivan brings 35 years experience providing comprehensive wealth management for high net worth individuals, families, foundations and endowments. Prior to joining TCI, Sullivan was the managing director for Tucson and the regional investment manager for the Western United States for BMO Private Bank.

Sullivan graduated from the University of Arizona with a bachelor’s degree in Finance and earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a member of the CFA Institute and the Tucson Society of the CFA Institute. Sullivan currently serves as the chair of the board of trustees for the Community Foundation for Southern Arizona and is actively involved in the community.

“We are excited to have Mike join our team and bring his deep experience working with families and institutions in investment management, financial planning, and trust administration to the firm. We highly value Mike’s commitment to his clients and extensive involvement in the community,” said Trisa Summers, CEO of TCI Wealth Advisors.

TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm headquartered in Tucson, Ariz. with an uncompromising commitment to the happiness of clients and staff. With offices in Scottsdale, Flagstaff, Reno/Tahoe, Nev., Santa Fe, NM, Denver, CO, and Santa Monica, CA, and over $1.6 billion in assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. For more information, visit www.tciwealth.com or call 520-733-1477.



4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488


6929 Greenway Pkwy.
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574


150 W. Dale Ave.
Flagstaff, AZ 86001
Phone: (928) 226 -0868


4757 Caughlin Pkwy.
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Santa Fe, NM 87501
Phone: (505) 982-3808


1228 15th St.,
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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