Wade Holmstead

Wade Holmstead

Wealth Management Analyst

Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024.  He works to build financial plans, make recommendations, and provide portfolio analysis.

Wade graduated from Brigham Young University with a bachelor’s degree in Finance.  He was a member of the BYU Finance Society as well as the Private Banking & Wealth Management club.

Wade enjoys spending his time outdoors doing mountain biking, pickleball, snowboarding and hiking.  He also enjoys reading and keeping up with financial news.