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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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Employees

Li Donovan

Client Relations Associate

Joe Coyne

Director, Wealth Advisor

James Clemens

Sales Development Analyst

Jack Zhang

Chief Investment Strategist

Jennifer Koch

SVP, Organizational Development

Jill Branthoover

Vice President, Wealth Advisor

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

Answer: Heather Welsh works Sequoia Financial Group located at 3500 Embassy Pkwy Ste 100, Akron, Ohio, 44333, United States

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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