Tyler Kay Wilkinson

Directeur Financier/CFO chez Soltis Investment Advisors LLC

Profil

Mr. Tyler K.
Wilkinson is a Managing Partner, Chief Financial Officer & Chief Compliance Officer at Soltis Investment Advisors LLC.
He joined Soltis in 1993 as an Investment Analyst, then later served as Operations Manager, where he was responsible for all trading and portfolio reconciliation and reporting.
Mr. Wilkinson became an Advisor in 1998 and began working with clients on developing and implementing Soltis’ proprietary strategies.
In 2003, he became a partner of the firm and later was named VP of Wealth Management Services.
His responsibilities, since 2013, include those of Chief Financial Officer and Chief Compliance Officer.
He continues to work as an Executive and Lead Advisor working with both individual and institutional clients.
Mr. Wilkinson is also a member of the Investment Committee and is key in providing retirement income planning, tax efficiency analysis and estate planning consideration for clients.
He received his Bachelor of Science degree in Business and Finance from Southern Utah University, where he graduated Summa Cum Laude and a graduate degree from Dixie State University.

Postes actifs de Tyler Kay Wilkinson

Sociétés	Poste	Début
Soltis Investment Advisors LLC	Directeur Financier/CFO	01/07/2013

Formation de Tyler Kay Wilkinson

Southern Utah University	Undergraduate Degree
Dixie State University	Graduate Degree