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.
Kim D. Anderson
President and Chief Executive Officer (CEO)
28 reports
Kelli Holmstead
Director Of Operations
11 reports
Cfa® Shawn S. Woods
Director Of Investment Research
10 reports
Tyler Wilkinson
Chief Financial Officer, CCO
1 report
Annette Young
Executive Assistant
Kenneth Grossfield
General Counsel And Chief Compliance Officer
Aubrey Meyer
Executive Assistant
Jobs at Soltis Investment Advisors
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