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Tyler Wilkinson
Chief Financial Officer, Cco at Soltis Investment Advisors
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Work Experience
Jan 2000 - Present · 25 years
Chief Financial Officer, Cco
Jul 2013 - Present · 11 years and 6 months
Vp, Wealth Management Services
Jan 2008 - Jun 2013 · 5 years and 5 months
Operations Manager / Trader
Jan 2000 - Jan 2005 · 5 years
Company Details
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.
Year Founded
1993
Social Media
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Industry
Financial Services
HQ Location
20 N Main Street Suite 400 St. George, UT 84770, US
Keywords
Individual & Institutional Investment ManagementFinancial PlanningCollaborative Income Tax & Estate PlanningCharitable GivingRisk ManagementMulti-Generational Wealth ConsultingRetirement Plan Benchmarking & SelectioEducatioFiduciary Services
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