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Tricia Pickering, Financial Advisor

FINANCIAL ADVISOR
Tricia R Pickering

AAMS™
10451 W Palmeras Dr #102-E, Sun City, AZ 85373opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Tricia

I run a client-centered practice, focusing on what matters to you at each stage of your life. I partner with our clients' CPAs and attorneys as needed to design and implement a personal strategy for financial fulfillment.

I have been working with clients to help solve their financial needs and achieve their goals for over two decades. I enjoy our clients and celebrate their successes along the way! When we work together, you are choosing to plan and enjoy life's journeys, those we hope for and those we need to plan for.

I graduated magna cum laude in finance and economics...

Work History

  • Edward JonesDecember 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Grand Canyon UniversityBachelor of Science

Personal Interests

  • Animal Rescue
  • Hiking
  • Mountain Biking
  • Skiing
  • Traveling

Team Members

  • Jill Caldwell
    Sr. Branch Office Administrator
  • Olga Quagliano
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(623) 933-1775

Fax

(888) 332-8006

Office Address

10451 W Palmeras Dr #102-E
Sun City, AZ 85373opens in a new window

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