Heather Welsh

Vice President, Wealth Planning at Sequoia Financial Advisors LLC

Heather Welsh

Heather Welsh

Vice President, Wealth Planning at Sequoia Financial Advisors LLC

Overview
RelSci Relationships

91

Contact Data
Trying to get in touch with Heather Welsh? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Heather Welsh likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Investment Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Executive Vice President, Chief Compliance Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief Technology Officer at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Chief of Staff at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Technology & Operations at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Institutional Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Director, Private Client Services at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

Vice President, Client Service at Sequoia Financial Advisors LLC

Relationship likelihood: Strong

In The News
Paths to Heather Welsh
Potential Connections via
Relationship Science
You
Heather Welsh
Vice President, Wealth Planning at Sequoia Financial Advisors LLC
Career History
Director, Wealth Planning
Current

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Vice President, Wealth Planning
Current

Sequoia Financial Advisors focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client's risk profile and investment objectives. Sequoia Financial seeks to help allocate the client's portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance.

Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Heather Welsh. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Heather Welsh's profile does not indicate a business or promotional relationship of any kind between RelSci and Heather Welsh.