Andrew o’Sullivan

Wealth Management Advisor

With over 20 years of experience in the financial industry, Andrew has spent the last three years specializing in wealth management. With strong people skills, Andrew has a unique ability to empathize with clients and understand their needs. In 2021, while working at Edward Jones, Andrew was recognized with both the Ted Jones Entrepreneurial Achievement Award and the Ted Jones Prospecting Award.

Andrew is passionate about working with clients to help them discover their "Why" and build a path towards achieving their goals.  Andrew is committed to building his practice with transparent fees that support growth and attracts high net worth clients.

While Andrew works with clients across different demographics, his focus is on helping those who are approaching retirement or have recently retired, and who may have concerns about making their retirement money last. Andrew takes a multi-faceted approach to financial planning, addressing all aspects of his clients' financial lives, including estate planning, retirement planning, and tax strategies.

Ultimately, Andrew's goal is to help clients achieve greater financial security and peace of mind.  He is committed to providing personalized attention, expert guidance, and support to help clients make informed decisions for their unique situations.

As a native Tucsonan, Andrew received his Bachelor’s degree from the University of Arizona in 2003 and his Masters from the University of Phoenix in 2007.  He is active in the Tucson community and a proud member of the Catalina Rotary Club. 

Andrew lives in Tucson, AZ with his wife Tina, four children, two dogs and five turtles.

520-719-1433 | EMAIL ANDREW | TUCSON, AZ