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Kelly Russell

Vice President at Sequoia Financial Group

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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

Benjamin Sanders

Client Service Associate

Li Donovan

Client Relations Associate

Erin Craig

Client Services Associate

Zachary Gerber

Associate, Wealth Advisor

Leslie Globits

Vice President and Portfolio Manager

Allen Shupp

Client Service Associate

Jake Walters

Wealth Management Analyst

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

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