Tucson, AZ E Broadway Blvd Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

5

Of 1,034 advisors across 254 offices

Location

2343 E Broadway Blvd, Suite 116

Tucson AZ 85719

Advisors at this office

5

Advisors at this office

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Timothy W

Series 63, Series 65

Tucson, AZ

Focus Partners Wealth, LLC

Timothy Wilcox is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sonora Investment Management Group, LLC and Sonora Inv Mgmt. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Douglas R

Series 65

Tucson, AZ

Focus Partners Wealth, LLC

Douglas Rogers is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Sonora Investment Management and Sonora Investment Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across multiple asset types.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Sara A

Series 63, Series 65

Tucson, AZ

Focus Partners Wealth, LLC

Sara Alexander is a financial advisor with Focus Partners Wealth, LLC in Tucson, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior work includes six years at Sonora Investment Management LLC and four years at Sonora Investment Management Group, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management, financial counseling, fiduciary, and sub-advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Edwin H

Series 65

Tucson, AZ

Focus Partners Wealth, LLC

Edwin Hopper is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sonora Investment Management Group, LLC and Marcus Engineering, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, business management, and concierge services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Hugh T

Series 65

Tucson, AZ

Focus Partners Wealth, LLC

Hugh Toland Jr. is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds a Series 65 credential and has worked previously at Sonora Investment Management and Sonora Investment Management Group from 1986 to 2021. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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