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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

Heather Welsh

Vice President, Wealth Planning Department Leader

Pamela Serrano

Senior Director, Wealth Advisor

Ashley Costello

Financial Advisor at Sequoia Financial Group

Zachary Gerber

Associate, Wealth Advisor

Marcy Bahr

Senior Associate, Compliance Specialist

Cfp® Sara Gans

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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