About Andy Tomlinson, Prescott AZ Wealth Management

Andy Tomlinson, Prescott AZ Wealth Management

Andy began his Prescott AZ wealth management and financial consulting career more than 40 years ago when he advised cities and towns how to invest capital reserves and retirement funds for public employees.

His extensive knowledge, vast experience and interest in keeping up-to-date on financial issues have served him and his clients well. Now he even services second-generation family members of satisfied clients.

He prides himself on his dedication to providing personal service to each client.

Check the background of this investment professional on FINRA’s BrokerCheck

Additional Financial Mgmt Experience

Former clients include the Municipal Finance Officers’ Association of the United States and Canada (from whom he received the highest award given to a finance officer), several universities and many cities and towns. He has authored a book and numerous articles dealing with finance and management related-topics.

Native Arizonan

To say that Andy Tomlinson knows a few things about the State of Arizona is a huge understatement! His great-grandfather settled in Northern Arizona after the Civil War. Andy was born and raised in Arizona. His own family was raised in Prescott, which is now home to his grandchildren. He traveled to nearly every prominent and remote area of the state when he served as a City Manager.

Educational Experiences

Arizona State University (ASU):
  • Bachelors Degree in Business Finance
  • Masters in Public Administration, specializing in finance & management

Andy has completed the required exams to be licensed as a Registered Securities Principal and is licensed for securities and life insurance in many states.  Andy has been a top producer for over 20 years with two broker dealer firms – Horner, Townsend & Kent and Geneos Wealth Management, Inc.

Andy is a former instructor for the ASU Graduate College Adjunct Faculty. He has been a consultant to the Northern Arizona University College of Business Programs and the University of Arizona Extension Services Program.

A Personal Note

Andy is an active member of his community, adding to its progress as a vibrant city. He is an avid outdoorsman and a former endurance athlete.