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Soltis Investment Advisors Employee Directory

Financial ServicesUtah, United States51-200 Employees

Soltis Investment Advisors is a fee-only registered investment adviser based in St. George, Utah, in the red rock country of the Southwestern United States, offering wealth management and comprehensive financial planning for individuals and families. It also provides investment advice and retirement-plan planning for small to midsize businesses, operating independently of third-party relationships to ensure decisions align with clients' best interests. The firm's approach relies on a proprietary investment analysis process intended to minimize conflicts of interest and impose accountability.

Recent developments in 2026 include leadership appointments to expand its Midwest footprint and the acquisition of GDM Private Financial Solutions LLC, expanding its integrated wealth and tax planning capabilities. Soltis has been recognized by PLANADVISER as a Top Retirement Plan Adviser and by Utah Business as a leading Utah-based financial advisory firm.

Find Soltis Investment Advisors employees' phone numbers or email addresses

Soltis Investment Advisors Global Highlights

Location
Employees

North America
146

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  • United States Of America
    146

Soltis Investment Advisors's Leadership

  • Stylized image of a person
    R. K.
    Vice President Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. J.
    Senior Investment Associate
    Phone icon
    Mobile Phone

Soltis Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Entrepreneurship
  • Accounting
  • Other
  • Information Technology

Contact profiles from Soltis Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Partner
    Phone icon
    Mobile Phone
    Jul 28, 2026
  • Stylized image of a person
    R. K.
    Vice President Finance
    Phone icon
    Mobile Phone
    May 05, 2026
  • Stylized image of a person
    C. D.
    Wealth Manager
    Phone icon
    Mobile Phone
    Bay
    Jun 29, 2026
  • Stylized image of a person
    L. W.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    N. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    H. J.
    Senior Investment Associate
    Phone icon
    Mobile Phone
    Feb 24, 2024
  • Stylized image of a person
    S. H.
    Senior Advisor
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    T. G.
    Senior Advisor
    Phone icon
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What is Soltis Investment Advisors known for?

Minus sign iconPlus sign iconSoltis Investment Advisors was founded in 1993 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconSoltis 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?

Minus sign iconPlus sign iconSoltis Investment Advisors has approximately 136 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Soltis Investment Advisors's key employees include:

  • Vice President Finance: R. K.
  • Partner: M. B.
  • Wealth Manager: C. D.
  • Client Relationship Manager: L. W.
  • Client Relationship Manager: L. B.

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