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Soltis Investment Advisors jobs and careers

St. George, UT, United States

About Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Founded in 1993 by Lon Henderson.

Founded
1993
Employees
125
Headquarters
St. George

Leadership

The top of Soltis Investment Advisors's org chart, with how many people report into each leader.

KA

Kim D. Anderson

President and Chief Executive Officer (CEO)

28 reports

KH

Kelli Holmstead

Director Of Operations

11 reports

CWPhoto of Cfa® Shawn S. Woods

Cfa® Shawn S. Woods

Director Of Investment Research

10 reports

TW

Tyler Wilkinson

Chief Financial Officer, CCO

1 report

AYPhoto of Annette Young

Annette Young

Executive Assistant

KGPhoto of Kenneth Grossfield

Kenneth Grossfield

General Counsel And Chief Compliance Officer

AMPhoto of Aubrey Meyer

Aubrey Meyer

Executive Assistant

Jobs at Soltis Investment Advisors

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