Southlake, TX E Hwy 114 Office

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Coltin Davis is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 66 license and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc and CFO4Life, and he is also the owner and managing partner of TXFP Consulting, a dormant business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory with quantitative and qualitative analysis, overseeing a diverse range of investment vehicles.