Shawn Woods

director of investment research at Soltis Investment Advisors - St. George, UT, US

Shawn Woods's Colleagues at Soltis Investment Advisors
David Tippets

Senior Vice President & Chief Growth Officer, Fiduciary Consultant

Contact David Tippets

Jessica Wong

Client Relationship Specialist

Contact Jessica Wong

Ryan Hoppie

Client Relationship Manager

Contact Ryan Hoppie

Scott Barrett

Assistant Controller & Compliance Specialist

Contact Scott Barrett

View All Shawn Woods's Colleagues
Shawn Woods's Contact Details
HQ
435-674-1600
Location
Company
Soltis Investment Advisors
Shawn Woods'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 Shawn Woods
Shawn Woods currently works for Soltis Investment Advisors.
Shawn Woods's role at Soltis Investment Advisors is director of investment research.
Shawn Woods's email address is ***@soltisadvisors.com. To view Shawn Woods's full email address, please signup to ConnectPlex.
Shawn Woods works in the Financial Services industry.
Shawn Woods's colleagues at Soltis Investment Advisors are Kelli Holmstead, David Tippets, Jessica Wong, Ryan Hoppie, Scott Barrett, Michael Espinosa, Tucker Morin and others.
Shawn Woods's phone number is ["+14356680992","+13034206241","+13039975486"]
See more information about Shawn Woods