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Danny Grove

Wealth Management Analyst at Sequoia Financial Group

  • LinkedIn

I am a senior finance major at the Farmer School of Business (FSB) at Miami University. Following my graduation in May of 2023, I will be working full-time at Sequoia Financial Group as 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

Tom Moughan

Director Asset Management

Nazley Wilson

Director, Financial Advisor

Pamela Serrano

Senior Director, Wealth Advisor

Jill Branthoover

Vice President, Wealth Advisor

Nathan Marcus

Associate Managing Advisor

Karen Santelli

Vice President, Controller

Donna Jackson

Client Services Associate

Greg Revak

Director, Wealth Advisor

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

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