T.j. Adams Email & Phone Number
Partner, Regional Director Pacific Northwest @ Soltis Investment Advisors
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T.j. Adams Location
- Bellevue, WA, US
T.j. Adams Work
- Partner, Regional Director Pacific Northwest @ (July 2025 - Present)
- Partner, Senior Advisor @ (January 2022 - November 2025)
- Senior Advisor @ (February 2017 - January 2022)
- Advisor and Analyst @ (January 2013 - February 2017)
- Intern - Benefits @ (August 2012 - December 2012)
- Intern - Financial Services @ The Cambridge Financial Center (August 2012 - December 2012)
- Teller @ (January 2012 - August 2012)
- Napoleon Dynamite Extra (Farm Boy #1) @ (June 2003 - June 2003)
T.j. Adams Education
- College for Financial Planning
(CFP Certification Professional Education Program)
2015-2018 - Dixie State University
Bachelor of Science (B.S.) (Accounting)
2011-2013 - Utah Valley University 2007-2008
T.j. Adams Skills
- Tamarac
- Microsoft Office
- Accounting
- Salesforce.com
- Retirement Plan Consulting
- Financial Analysis
- Advisor View
- Emoney Advisor
- Personal Financial Planning
- Equity Trading
- Tax Preparation
- Morningstar Office
T.j. Adams Summary
- T.j. Adams, based in Bellevue, WA, US, is currently a Partner, Regional Director Pacific Northwest at Soltis Investment Advisors. T.j. Adams brings experience from previous roles at Soltis Investment Advisors and SkyWest Airlines. T.j. Adams holds a 2015 - 2018 College for Financial Planning. With a robust skill set that includes Tamarac, Microsoft Office, Accounting, Salesforce.com, Retirement Plan Consulting and more. T.j. Adams has 1 emails and 2 mobile phone numbers on RocketReach.
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