Soltis Investment Advisors
AJ Wilcox currently serves as a Trader/Operations Assistant at Soltis Investment Advisors, a position held since March 2023. Previously, AJ worked as a Service Specialist at the same company. AJ holds a Bachelor's degree in Finance from Southern New Hampshire University and an Associate's degree from Dixie State University.
Soltis Investment Advisors
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.