Wealth Management

Investments, taxes, insurance, retirement, estate planning, saving for college… the list of financial concerns and considerations you face today never seems to end. We can help you find the answers.

Who We Are

Joseph Davey
VP Wealth Management
LPL Registered Principal
(520) 322-7488
JOSEPH.DAVEY@LPL.COM

Joe Davey has been providing investment advice and financial services to individuals and businesses in Southern Arizona for more than 20 years. He is committed to sound financial planning and the professional management of your assets. He is available for your appointment at the Midtown and East Branches.

Sandra G. Thompkins
Wealth Advisor
LPL Registered Principal
(520) 351-5048
sandra.thompkins@lpl.com

Sandra Thompkins has more than 20 years of experience as a Wealth Advisor and investment specialist. She will help you determine the best financial plan for your needs. She is available for your appointment at the West, Northwest, Sahuarita, Marana, and El Rio Branches.

Check the background of investment professionals associated with this site on FINRA‘s BrokerCheck.

What We Do

To take advantage of the many available options, today’s investor needs 1) an understanding of which investment products are most appropriate for each situation and 2) a relationship with a trusted investment professional who has a clear understanding of the investor’s needs. Tucson Federal Wealth Management advisors are committed to putting quality, service, and objective advice first. We also offer clients access to a wide assortment of financial services, including:

Retirement Planning – Design an investment strategy to help you pursue all of your retirement goals.

Tax-Advantaged Investing – Potentially reduce your liability and let more of your money work for you.

Estate Planning – Designed to preserve wealth from generation to generation.

Saving for College – Create a plan to support rising costs of higher education.

Investment Portfolio Analysis – Stay informed as to how your investments are performing and make adjustments as needed.

CHECK OUT GUIDED WEALTH PORTFOLIOS

Tucson Federal Wealth Management was established to help investors pursue all of their financial goals with the experienced advice of non-commission professionals. We provide access to a variety of financial products including:

  • Mutual Funds
  • Variable and Fixed Annuities
  • Life Insurance
  • Individual Stocks

Call (520) 351-5048 for your appointment today! Click here to view your account.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Tucson Federal Credit Union and Tucson Federal Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Wealth Management Representatives. LPL Financials U.S. Wealth Management Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the wealth management services mentioned are available in every state. https://brokercheck.finra.org/