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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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Sequoia Financial Group Org Chart and Mapping

Employees

Cfp® Tony Rome

Senior Director, Wealth Advisor

Cfp® Bill Venter

Vice President and Managing Advisor

Henry On

Manager, Asset Management

Zachary Gerber

Associate, Wealth Advisor

Jared Cutlip

Financial Service Advisor

Ashley Bayer

Senior Associate, Wealth Advisor

Joe Coyne

Director, Wealth Advisor

Greg Revak

Director, Wealth Advisor

Frequently Asked Questions Regarding Heather Welsh

Answer: Heather Welsh works for Sequoia Financial Group as Vice President, Wealth Planning Department Leader

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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

Answer: Heather Welsh contact details:

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

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