Soltis Investment Advisors Employee Directory

Q: What is Soltis Investment Advisors known for?

Soltis Investment Advisors was founded in 1993. Soltis Investment Advisors operates in the Financial Services industry.

Q: How many employees does Soltis Investment Advisors have currently?

Soltis Investment Advisors has approximately 118 employees.

Q: Who are Soltis Investment Advisors's key employees and leadership?

Soltis Investment Advisors's key employees include: President/Ceo: L. H., Chief Financial Officer: C. B., Chief Financial Officer, Cco: T. W., Head Of Mergers And Acquisitions And Partnerships: J. H..

Financial ServicesUtah, United States51-200 Employees

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.

Find Soltis Investment Advisors employees' phone numbers or email addresses

Soltis Investment Advisors Global Highlights

North America
148

United States Of America
148

Soltis Investment Advisors's Leadership

C. B.
Chief Financial Officer
Mobile Phone
Email
T. W.
Chief Financial Officer, Cco
Mobile Phone
Email
L. H.
President/Ceo
Mobile Phone
Email
J. H.
Head Of Mergers And Acquisitions And Partnerships
Mobile Phone
Email
K. A.
Managing Partner
Mobile Phone
Email
C. B.
Partner, Midwest Regional Director
Mobile Phone
Email
M. B.
Partner
Mobile Phone
Email
C. T.
Partner, Vp Wealth Management
Mobile Phone
Email

Contact profiles from Soltis Investment Advisors

Name

Title

Contact Info

Location

Last Update

J. H.
Head Of Mergers And Acquisitions And Partnerships
Mobile Phone
Email
United StatesNebraska
Dec 11, 2025
J. S.
Director Of Information Technology
Mobile Phone
Email
United StatesUtah
Dec 15, 2025
J. P.
Controller
Mobile Phone
Email
United StatesUtah
Nov 19, 2025
A. C.
Director Of Alternative Investment Research
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
B. W.
Managing Director Public Investments
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
S. S. W.
Director Of Investment Research
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
S. K.
Director Customer Care
Mobile Phone
Email
United StatesUtah
Nov 19, 2025
K. H.
Director Of Operations
Mobile Phone
Email
United StatesUtah
Dec 11, 2025
C. S.
Director Of Trading
Mobile Phone
Email
United StatesUtah
Dec 02, 2025
S. K.
Director Customer Care
Mobile Phone
Email
United StatesUtah
Jun 10, 2024

Frequently Asked Questions

What is Soltis Investment Advisors known for?

Soltis Investment Advisors was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 20 North Main Street, Suite 400; you can contact the main corporate office by phone at

+1-435-674-****

. Explore Soltis Investment Advisors's company overview page for more information.

What is Soltis Investment Advisors's most common email format?

Soltis Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Soltis Investment Advisors email formats with LeadIQ.

How many employees does Soltis Investment Advisors have currently?

Soltis Investment Advisors has approximately 118 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Soltis Investment Advisors's key employees and leadership?

As of December 2025, Soltis Investment Advisors's key employees include:

Chief Financial Officer: C. B.
Chief Financial Officer, Cco: T. W.
President/Ceo: L. H.
Head Of Mergers And Acquisitions And Partnerships: J. H.
Managing Partner: K. A.

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