Heather Welsh - Email & Phone Number

Vice President, Wealth Planning Department Leader at Sequoia Financial Group

Heather Welsh is based out of Greater Cleveland and works at Sequoia Financial Group as Vice President, Wealth Planning Department Leader.

Heather Welsh's Contact Information

Heather Welsh's Work email

h*****@sequoi***.com

Valid

Latest update

October 30, 2025

Location

Greater Cleveland

Heather's current employer

Sequoia Financial Group

Description

Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what y...

Website

sequoia-financial.com

HQ Location

Akron, OH, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Sequoia Financial Group

Frequent questions about Heather Welsh

What company is Heather Welsh working for?

Heather Welsh works for Sequoia Financial Group.

What is Heather Welsh's function at Sequoia Financial Group?

Heather Welsh is Vice President, Wealth Planning Department Leader at Sequoia Financial Group.

Where is Heather Welsh based?

Heather Welsh is based out of Greater Cleveland.

What is Heather Welsh's work email address?

Heather Welsh's professional email address is h*****@sequoi***.com

Who are Heather Welsh's co-workers?

Heather Welsh's colleagues are Thomas Haught, Tom Haught, Bill Venter, Jim Thompson, Ryan Heider, Keri Snow, Chris Bowen, John Marchand, Carlos Gonzalez, Kim Heman, Elizabeth Nitto, Christina Antal, Norm Cook, Chris Creahan, Gregory Robb, Kevin Tichnell, John Wiler, Kevin McPeek, Brad Peterson, Don Bentley, Ryan Baney, Laurie Marshall, James J. Hargadon, CFA, CAIA, Jeff Parker, Scott Berry, CFA, JOSHUA A.R. RENNERT, Al Kantra, Elizabeth Scheiderer, Eric Rosenblatt, Ashley Male, Jason Budrick, James Weaver, Brian Grossman, Kenneth Paull, Tom Neroni.

Heather's co-workers

Vice President and Managing Advisor

Jim Thompson

Vice President, Family Wealth, Sequoia Sentinel

Ryan Heider

Vice President, Wealth Advisor

Keri Snow

Vice President - Program Manager

Chris Bowen

Vice President, Digital Operations

John Marchand

Senior Vice President, Private Client Services

Carlos Gonzalez

Vice President, Wealth Advisor

Kim Heman

Vice President, Family Office Services

Elizabeth Nitto

Vice President, Family Wealth

Christina Antal

Vice President, Client Service

Norm Cook

Executive Vice President Corporate Development

Chris Creahan

Vice President

Gregory Robb

Senior Vice President, Financial Advisor

Kevin Tichnell

Executive Vice President, Chief Strategy and Acquisitions Officer

John Wiler

Vice President, M&A Project Manager

Kevin McPeek

Vice President, Family Wealth

Brad Peterson

Vice President, Insurance

Don Bentley

Vice President, Financial Advisor

Ryan Baney

Vice President

Laurie Marshall

Vice President, Wealth Advisor

James J. Hargadon, CFA, CAIA

Vice President, Head of Manager Research

Senior Vice President - Wealth Advisor

Al Kantra

Executive Vice President - Head of Advisors and Business Development

Elizabeth Scheiderer

Vice President, Wealth Advisor

Eric Rosenblatt

Vice President, Controller

Ashley Male

Senior Vice President

Jason Budrick

Vice President, Private Client Services

James Weaver

Senior Vice President - Financial Advisor

Brian Grossman

Vice President

Kenneth Paull

Vice President, Private Client Services

Tom Neroni

Senior Vice President, Advisor Group Lead

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