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Cfp® Kristan Preston

Vice President, Wealth Advisor at Sequoia Financial Group

  • LinkedIn

My focus is to develop meaningful relationships with individuals and families so that I become a partner in creating the path to help them reach their financial goals. I enjoy working wit...

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SEQUOIA FINANCIAL GROUP

SEQUOIA FINANCIAL GROUP

  • description Description
    At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, execu...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Sequoia Financial Group Org Chart and Mapping

Employees

Jim Thompson

Vice President, Family Wealth, Sequoia Sentinel

Kenneth Paull

Vice President, Private Client Services

Douglas Haught

Associate Wealth Advisor

Cws® James Weaver

Senior Vice President - Financial Advisor

Naomi Fast

Client Services Associate

Brittany Metzner

Associate Director - Marketing Communications

Paige Bolon

Manager, Client Services

Pamela Serrano

Senior Director, Wealth Advisor

Frequently Asked Questions Regarding Cfp® Kristan Preston

Answer: Cfp® Kristan Preston works for Sequoia Financial Group as Vice President, Wealth Advisor

Answer: Cfp® Kristan Preston’s role in Sequoia Financial Group is Vice President, Wealth Advisor

Answer: Cfp® Kristan Preston's email address is k***@gmail.com

Answer: Cfp® Kristan Preston's business email address is k****@sequoia-financial.com

Answer: Cfp® Kristan Preston’s direct phone number is (***)-***-****

Answer: Cfp® Kristan Preston works in the industry of: Financial Services

Answer: Cfp® Kristan Preston is the current Vice President, Wealth Advisor at Sequoia Financial Group.... Read More

Answer: Cfp® Kristan Preston works Sequoia Financial Group located at 3500 Embassy Pkwy Ste 100, Akron, Ohio, 44333, United States

Answer: Sequoia Financial Group's Vice President, Wealth Advisor is Cfp® Kristan Preston

Answer: Cfp® Kristan Preston contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@sequoia-financial.com

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