by soltisadmin | Mar 30, 2019
Shawn S. Woods, CFA Director of Public Investment Research Shawn is the Director of Investment Research at Soltis Investment Advisors, where he oversees the firm’s screening, due diligence, and monitoring of public investments. He has developed proprietary tools...
by Kelli Holmstead | Mar 31, 2023
Krista Young Lead Advisor Krista began her financial career with Goldman Sachs in 2018. Prior to joining Soltis, she served as a Wealth Advisor with Legacy Wealth. Currently, Krista is studying for her Certified Financial Planner designation, which she aims to obtain...
