by Kelli Holmstead | Sep 12, 2023
Shawn Oram, AIF® Senior Retirement Advisor Shawn brings over 25 years of invaluable experience in the retirement industry to his role as a Senior Retirement Advisor at Soltis, having joined the firm in September of 2023. His extensive background includes serving as a...
by Trey Hiatt | Apr 26, 2023
Maggie Scanlon Investment Associate Maggie brings her expertise to the Soltis team as an Investment Associate since April 2023. Within the Alternative Investments Team, she conducts due diligence and analysis of alternative assets under the guidance of the Managing...
by Kelli Holmstead | Aug 14, 2023
Derek Tanuvasa, CFP®️ Retirement Advisor Derek joined the firm in August 2023 as a Retirement Advisor at Soltis Investment Advisors. With over four years in financial services, Derek’s focus encompasses comprehensive financial planning and investment advice. He...
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 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...
