Soltis Investment Advisors Appoints Jeffrey Harris as Head of Mergers & Acquisitions and Partnerships to Accelerate Strategic Growth

Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser ("RIA") with more than $10 billion of client assets, announced today that Jeffrey Harris will join as its new Head of Mergers & Acquisitions and Partnerships to support its strategic growth efforts.

Harris will lead Soltis' acquisition strategy, focusing on identifying, evaluating, and integrating partnerships that align with Soltis’ mission and help to expand its capabilities, geographic reach, and long-term client value.

“Jeff’s track record of building trust and creating alignment makes him a natural fit for our partnership-first approach to expansion,” said Kim Anderson, CEO of Soltis. “He brings the perfect mix of experience and strategic vision to help Soltis scale as a national wealth management platform for advisors.”

Prior to Soltis, Harris served as Associate Vice President of Mergers & Acquisitions at Carson Group, where he played a pivotal role in expanding the firm's footprint and capabilities through synergistic partnerships. He brings deep expertise in sourcing and integrating advisory firms, contributing to organizational growth and enhanced client offerings.

“Soltis stands out for its outstanding organic growth as a firm, and [proprietary] strategies our advisors use to increase their client bases and ultimately community influence,” said Harris. “I’m excited to help shape our rapidly expanding geographic footprint alongside such talented individuals who are just as passionate about making meaningful contributions to our industry.”

About Soltis

Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah. With more than $10 billion in assets under management/assets under advisement, Soltis is one of the largest independently owned and operated wealth management firms in Utah. Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, Soltis does not receive any commissions or third-party compensation. The firm’s fiduciary status provides a legal framework within which clients enjoy professional financial advice and investment options driven by their best interests, goals and objectives. Soltis has been recognized by the Financial Times (top RIA and top Plan Sponsor lists) and Barron’s (the only Utah independent Registered Investment Advisory firm on the 2015 top independent advisors list). Soltis did not pay any compensation in connection with its inclusion in these recognitions, ranking or awards. Soltis, however, in most cases subsequently purchased marketing materials from the respective award sponsor. The firm, founded in 1993, is one of the few in Utah to have been recognized across multiple rankings in multiple years. At Soltis, the mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors. For more information, including the selection criteria for the rankings and recognition by the publications mentioned, visit www.soltisadvisors.com.

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I’m excited to help shape our rapidly expanding geographic footprint alongside such talented individuals who are just as passionate about making meaningful contributions to our industry.