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Celebrating Our 20th Year!

 

Celebrating Our 20th Year!

Creating a Financial Plan For

Financial Freedom

Pursuing Independence by

Working Together

We Can Help

Planning for a Better Life

Independent Financial Planning

Our approach is simple - make decisions that serve our clients' best interests. With this goal in mind, Affinity Wealth Management is dedicated to offering independent investment advice, a comprehensive, long-range perspective on the market, rigorous account oversight, and clear client communication.

Established in 2002, we are a locally-owned independent business currently maintaining portfolios for individual investors, business owners and organizations in numerous states.

We invite you to contact us.


Connect

Our Services

There are many financial products in the market.  Choosing those that best meet an individual client’s needs can be complicated. 

We can help.

 

Retirement Income

Helping you approach retirement with confidence.

 

Financial Planning

Working with you to define a comprehensive plan to pursue your financial goals.

 

Wealth Management

A multi-disciplined service for high net worth individuals.

 

Endowments

Establish an income producing portfolio based on preserving principal per IPS.

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Your Team

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Angela Baurley

Founder, CEO, MBA

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Angela Baurley

Angela started Affinity Wealth Management believing that independent investment decision-making is the most logical path for client independence. After graduating from Indiana University with honors and two Bachelor of Arts degrees, she went on to earn her MBA from the University of Arizona’s Karl Eller Graduate School of Management and launched her career at Dean Witter (now Morgan Stanley). Angela is a Registered Securities Principal (Series 24 registration held with LPL Financial); holds securities industry registrations with LPL Financial (Series 7, 65, 63, 31, and Insurance) and is an LPL Investment Advisor Representative in numerous states.

 

Bio
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Debora Wood

LPL Financial Advisor, MBA

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Debora Wood

Debora Wood, MBA, has worked in the financial services industry for over 28 years.  She began her investment advising career with Merrill Lynch in 1993 and was recruited by Dean Witter (Morgan Stanley) in 1997.  Debora joined LPL Financial and the Affinity Financial Group in 2009.  She opened an LPL Financial home office in 2011, and rejoined the Affinity Wealth Management Group in August 2022.
 
Debora holds the following securities industry licenses:  series 7, 65, 63 (with LPL Financial), and insurance. She is licensed in fourteen states.  Debora graduated magna cum laude from Arizona State, earning a BS degree, and she earned her MBA degree from the University of Arizona. 

Bio
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Vanessa Bell

Director of Operations / Paraplanner

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Vanessa Bell

Vanessa received her BA in Psychology from Rutgers University.  She has worked on the floor of the New York and American Stock Exchanges with particular emphasis in operations.  Vanessa also worked in Broker Operations at Commodities Corporation and as a Brokers Assistant at Smith Barney.

Several years ago, she moved to Tucson to join her family. She initially worked in the Title Industry before moving back into finance with a Mergers & Acquisitions firm.
 

Bio
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Ashley Cole

Investment Assistant

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Ashley Cole

Ashley received her BA in English from the University of Arizona in 2008.  After graduating she started working for Wachovia Securities (now Wells Fargo) as a Financial Consultant in the Washington D.C. area and then in their Boston office. She migrated back to Tucson, Arizona to be close to family after living on Cape Cod for a long time.

Bio

Connect With Us

We welcome the opportunity to become your trusted advisor.

Phone: 520-795-3360
Email: vanessa.bell@lpl.com

Business Hours: 7:30am - 4:30pm

2476 E River Road, Tucson, Arizona 85718

Get Directions

 

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  • Legal, privacy, copyright and trademark information

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, PA, TX, WA,WI
​Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

We are a locally owned independent business. 

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