by Kelli Holmstead | Aug 14, 2023
Derek Tanuvasa, CFP®️ Retirement Advisor Derek joined Soltis Investment Advisors in August of 2023 as a Retirement Advisor. Prior to joining Soltis Investment Advisors, he worked for over four years in financial services including comprehensive financial planning and...
by soltisadmin | Mar 30, 2019
Bill Wallace, CFA Chair of Public Investments As Chair of Public Investments, Bill is actively involved in leading, developing and implementing investment strategies on behalf of Soltis’ individual and institutional clients. Prior to joining Soltis in 2014, Bill was...
by soltisadmin | Mar 31, 2019
Jedd Wilson Senior Advisor Jedd started his career in the financial services industry with Fidelity Investments in 1993, where he served in many different capacities including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private...
by Kelli Holmstead | Sep 8, 2021
Annette Young Executive Assistant Annette Young joined Soltis in July of 2021 as the Executive Assistant to the Board of Managers. She coordinates meetings and travel and is quickly becoming our Event Coordinator for the office. Prior to joining Soltis, Annette spent...
