Bill Wallace

Managing Director Public Investment at Soltis Investment Advisors - St. George, UT, US

Bill Wallace's Colleagues at Soltis Investment Advisors
Jody Kimball

Client Relationship Manager

Contact Jody Kimball

Logan Holbrook

Junior Wealth Advisor & Analyst

Contact Logan Holbrook

Ramona Rae

Administrative Assistant/Client Service Manager

Contact Ramona Rae

Tyler Wilkinson

Chief Financial Officer, CCO

Contact Tyler Wilkinson

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Bill Wallace's Contact Details
HQ
435-674-1600
Location
Salt Lake City,Utah,United States
Company
Soltis Investment Advisors
Bill Wallace's Company Details
Soltis Investment Advisors logo, Soltis Investment Advisors contact details

Soltis Investment Advisors

St. George, UT, US • 50 - 99 Employees
Financial Services

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.

Individual & Institutional Investment Management Financial Planning Collaborative Income Tax & Estate Planning Charitable Giving Risk Management Multi-Generational Wealth Consulting Retirement Plan Benchmarking & Selection Education Fiduciary Services Individual & Institutional Investment Management Collaborative Income Tax & Estate Planning Retirement Plan Benchmarking & Selection Financial Services Financial Advisory Services
Details about Soltis Investment Advisors
Frequently Asked Questions about Bill Wallace
Bill Wallace currently works for Soltis Investment Advisors.
Bill Wallace's role at Soltis Investment Advisors is Managing Director Public Investment.
Bill Wallace's email address is ***@soltisadvisors.com. To view Bill Wallace's full email address, please signup to ConnectPlex.
Bill Wallace works in the Financial Services industry.
Bill Wallace's colleagues at Soltis Investment Advisors are Jody Kimball, Logan Holbrook, Ramona Rae, Cody Wiseman, Hunter Johnson, Tyler Wilkinson, Tanner Simmons and others.
Bill Wallace's phone number is 435-674-1600
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