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Cfp® Bill Venter

Vice President and Managing Advisor at Sequoia Financial Group

  • LinkedIn

With over 30 years of experience in Financial Services and a unique combination of professional education and certifications, I bring a client-focused approach to every relationship. A...

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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

Toyin Olatile

Business Intelligence Analyst

Laura Moroski

Senior Associate, Client Service

Pamela Serrano

Senior Director, Wealth Advisor

Li Donovan

Client Relations Associate

Douglas Haught

Associate Wealth Advisor

Cfp® Kristan Preston

Vice President, Wealth Advisor

Frequently Asked Questions Regarding Cfp® Bill Venter

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Answer: Sequoia Financial Group's Vice President and Managing Advisor is Cfp® Bill Venter

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  • Email  :  b****@sequoia-financial.com

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