by soltisadmin | Mar 30, 2019
Clark V. Taylor, CFP® Managing Partner, Wealth Management Clark joined Soltis Investment Advisors in late 2003. Since that time, he has been dedicated to nurturing professional relationships with clients and guiding them towards their financial goals and objectives. ...
by Kelli Holmstead | Dec 21, 2022
Min Than Trader/Operations Specialist Min became an integral part of the Soltis team in November 2022, assuming the role of Trader/Operations Specialist. Originally from Vietnam, she ventured to the U.S. in 2016 to pursue higher education, demonstrating her dedication...
by Kelli Holmstead | May 25, 2022
Jake Wagner Lead Advisor Jake joined Soltis in 2022, assuming the role of Lead Advisor within the Wealth Management Division and contributing as a member of the Mid-West Team. In this capacity, Jake is dedicated to guiding individuals through portfolio management,...
by Justin Egbert | Feb 3, 2025
Dani Westwood Client Relationship Manager Coming...
by Kelli Holmstead | Nov 9, 2022
Austin Wilcox Lead Advisor Austin joined Soltis in 2022 and currently serves as a Lead 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...
