Soltis
  • About
    • About Us
  • Get To Know Us
  • Services
    • Wealth Management
    • Institutional & Retirement Plan Services
  • Updates
    • CIO Updates
    • Events
    • News and Recognition
  • Contact
  • Form CRS
  • Log In
    • Soltis Client Portal
    • Schwab Institutional Intelligent Portfolio
Select Page
Bernard Braudis

Bernard Braudis

by Kelli Holmstead | Nov 29, 2021

Bernard J. Braudis Managing Director Bernie brings over 25 years of client management experience to Soltis Investment Advisors. He partners with his clients to help them define needs, objectives and risk tolerance to then create financial plans and projections which...

Recent Posts

  • Protected: Soltis Client Investment Update Webinar with Cynosure Private Equity
  • Protected: Soltis Advisors Fiduciary Training Fall 2023
  • Protected: 16th Annual Wealth Management Conference – Full Presentation
  • Protected: 16th Annual Wealth Management Conference – Update from Soltis Investment Advisors
  • Protected: 16th Annual Wealth Management Conference – Economic Lessons learned from COVID-19 Pandemic

Archives

  • November 2023
  • October 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • September 2021
  • July 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • November 2020
  • October 2020
  • September 2020
  • June 2020
  • May 2020
  • April 2020
  • About
  • Services
  • Updates
  • Contact
  • Form CRS
  • Facebook
  • X
© 2019 Soltis Investment Advisors. All Rights Reserved.