Soltis Investment Advisors
Cory Stevens is a Trading/Systems Specialist at Soltis Investment Advisors since October 2022, bringing expertise in trading and systems management. Previously, Cory served as the Manager of Systems & Process Improvement at United Planners Financial Services from February 2016 to October 2020. Cory holds a Bachelor's degree in Biology/Biological Sciences from the University of Utah, completed between 2000 and 2003.
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.