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...
by Kelli Holmstead | Sep 8, 2021
Annette Young Executive Assistant Annette joined Soltis Investment Advisors in July 2021 as the Executive Assistant to the Board of Managers. In this role, she coordinates meetings and travel and is quickly becoming the office’s Event Coordinator. Before joining...
