by soltisadmin | Mar 30, 2019
Bill Wallace, CFA Chair of Public Investments As Chair of Public Investments, Bill plays a pivotal role in spearheading, formulating, and executing investment strategies for Soltis’ diverse clientele, encompassing both individual and institutional sectors. With...
by Kelli Holmstead | Nov 9, 2022
Austin Wilcox Senior Advisor Austin joined Soltis in 2022 and currently serves as a Senior Advisor in the Wealth Management Division, contributing his expertise to the Midwest Team. In his capacity, Austin is dedicated to guiding individuals through the intricacies of...
by soltisadmin | Mar 30, 2019
Tyler Wilkinson Managing Partner, Chief Financial Officer, Chief Compliance Officer Since 2013, Tyler has served as both the Chief Financial Officer and Chief Compliance Officer at Soltis Investment Advisors. In addition to his executive roles, he is an Executive and...
by soltisadmin | Mar 31, 2019
Jedd Wilson Senior Advisor Jedd began his career in the financial services industry with Fidelity Investments in 1993, where he held various roles including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private Offerings Manager. As a...
by Kelli Holmstead | Nov 4, 2020
Cody Wiseman Senior Advisor Cody is a Senior Advisor with Soltis Investment Advisors, specializing in wealth advisory services for both individual and institutional clients. Prior to joining Soltis, Cody gained extensive experience in the wealth management divisions...
