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Leslie Globits

Vice President and Portfolio Manager at Sequoia Financial Group

  • LinkedIn

A highly seasoned investment professional specializing in equity investments and possessing skills in both the domestic and international arena.

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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

Paige Bolon

Manager, Client Services

Cfp® Kristan Preston

Vice President, Wealth Advisor

Danny Grove

Wealth Management Analyst

Cfp® John Marchand

Senior Vice President, Private Client Services

Jill Branthoover

Vice President, Wealth Advisor

Donna Jackson

Client Services Associate

Lisa Robinson

Senior Director, Wealth Advisor

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

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