Jeff Harris
Jeff joined Soltis in March 2025 to help lead the company’s inorganic growth efforts. With extensive experience from his time at Carson Group, Jeff spent 8 years playing a key role in the firm’s external M&A efforts, contributing significantly to its growth. During his tenure, Carson saw remarkable expansion, growing from $5B in AUM to […]
Jennifer Zenko
Jennifer was born in California and primarily raised in Northern Virginia. She attended Virginia Commonwealth University, earning a Bachelor of Science in Business Administration with a concentration in Human Resources. After graduating in 2018, Jennifer briefly lived in St. George, Utah, before moving to Savannah, Georgia. In December 2021, Jennifer returned to St. George and […]
Krista Young
Krista began her financial career with Goldman Sachs in 2018. Prior to joining Soltis, she served as a Wealth Advisor with Legacy Wealth. Currently, Krista is studying for her Certified Financial Planner designation, which she aims to obtain later this year. Within the Individual Wealth Management division on the Mid-West Team, Krista serves as a […]
Jedd Wilson
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 Regional Mutual Fund Consultant, Jedd spent one week each quarter in Boston for five years, meeting with Fidelity’s portfolio managers. He […]
Bill Wallace, CFA
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 a rich background in investment management spanning over four decades, Bill brings a wealth of experience to his role. Prior to joining Soltis in 2014, he served […]
Maggie Scanlon
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 Director of Alternatives and the Director of Alternative Investment Research. With a Bachelor of Science degree in Finance and Analytics […]
Melissa Patton
Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her Bachelor’s in Criminal justice, majoring in Criminology, with a minor in Psychology. She loves working with people and is passionate about […]
Brent Moore, CIMA®
As a Senior Advisor at Soltis Investment Advisors, Brent plays an active role in delivering wealth advisory services to both individual and institutional clients. With a tenure starting in 2013, Brent brings extensive experience to his role. Prior to joining Soltis, he served as Senior Vice President and Senior Portfolio Manager at Key Bank, where […]
Amanda Manzano
Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales administration, including fleet management. Amanda is passionate about building positive relationships with clients and addressing their needs effectively. Outside of […]
Samuel Gardiner
