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Heather Welsh

Vice President, Wealth Planning Department Leader at Sequoia Financial Group

  • LinkedIn

Throughout my career, I have been motivated by a single ambition – to enrich lives for generations by making wealth planning accessible, relevant, and a personalized "built for you" exper...

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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

Brittany Metzner

Associate Director - Marketing Communications

Valerie Jones

Associate Director Operations Analyst

Danny Grove

Wealth Management Analyst

Cws® James Weaver

Senior Vice President - Financial Advisor

Laura Moroski

Senior Associate, Client Service

Cfp® Sara Gans

Senior Director, Wealth Advisor

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Answer: Heather Welsh is the current Vice President, Wealth Planning Department Leader at Sequoia Financial Group.... Read More

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Answer: Sequoia Financial Group's Vice President, Wealth Planning Department Leader is Heather Welsh

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

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