by Kelli Holmstead | Dec 13, 2021
AJ Wilcox Trader/Operations Specialist AJ joined Soltis in 2021 and currently serves as a Trader/Operations Specialist. Initially starting as a Service Specialist/Receptionist, he quickly distinguished himself through his exceptional organizational and customer...
by soltisadmin | Mar 30, 2019
Tyler Wilkinson Managing Partner, Chief Financial Officer, Chief Compliance Officer Since 2013, Tyler has served as both the Chief Financial Officer and Chief Compliance Officer at Soltis Investment Advisors. In addition to his executive roles, he is an Executive and...
by Kelli Holmstead | Sep 1, 2023
Blake Williamson Wealth Management Analyst Blake joined Soltis in 2023 as a Receptionist and transitioned to a full-time Wealth Management Analyst in May 2024. He graduated from Utah Tech University with a degree in Finance and a minor in Accounting. Blake has a...
by soltisadmin | Mar 30, 2019
Shawn S. Woods, CFA Director of Public Investment Research Shawn is the Director of Investment Research at Soltis Investment Advisors, where he oversees the firm’s screening, due diligence, and monitoring of public investments. He has developed proprietary tools...
by Kelli Holmstead | Aug 14, 2024
Rylea Yarber Service Specialist/Reception Rylea Yarber joined Soltis Investment Advisors as a Service Specialist/Receptionist. A 2022 graduate of Desert Hills High School, she honed her creative talents as the main editor of her high school yearbook. Passionate about...
