For Immediate Release
Contact: Missy Eddy
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.
Lily Styrmoe, CFP®, CSRIC™ named 2021 Rising Star by Financial PlanningAug 25, 2021
Bob Swift Named Finalist for Annual Invest in Others Charitable Foundation AwardJul 22, 2021
Lily Styrmoe, CFP®, CSRIC™ interviewed for CreditDonkeyJul 16, 2021
Lily Styrmoe, CFP®, CSRIC™ quoted in The Arizona RepublicMay 17, 2021
Dana Sandoval, CFP® Speaks to USA TODAYApr 19, 2021
TCI Wealth Advisors Mentioned in Inside Tucson BusinessApr 14, 2021
TCI Receives Gallup Exceptional Workplace Award for Second Consecutive YearMar 18, 2021