Sequoia Financial Group

Sequoia Financial Group Employee Directory

Financial ServicesUnited States201-500 Employees

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family wealth services.

More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Find Sequoia Financial Group employees' phone numbers or email addresses

Sequoia Financial Group Global Highlights

Location
Employees

North America
474

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  • United States Of America
    472
  • Honduras
    1
  • Canada
    1

Oceania
6

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  • Australia
    6

Asia
1

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  • Bangladesh
    1

Sequoia Financial Group's Leadership

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    R. V.
    Chief Executive Officer
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    N. Z.
    Chief Investment Officer
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    M. D.
    Chief Compliance Officer
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    D. C.
    Chief Investment Officer
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    J. L.
    Chief Operating Officer
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    T. R.
    Chief Technology Officer
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    J. Z.
    Chief Investment Strategist
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    G. S.
    Head Of Sequoia Sentinel Family Office
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Sequoia Financial Group Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Analytics
  • Marketing
  • Information Technology
  • Operations
  • Other
  • Engineering
  • Administrative

Contact profiles from Sequoia Financial Group

Name
Title
Contact Info
Location
Last Update
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    N. Z.
    Chief Investment Officer
    Phone icon
    United StatesPennsylvania
    Nov 04, 2025
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    M. D.
    Chief Compliance Officer
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    Oct 25, 2025
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    K. I.
    Senior Vice President, Chief Marketing Officer
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    Nov 06, 2025
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    D. C.
    Chief Investment Officer
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    Oct 16, 2024
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    F. M.
    Chairman
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    Oct 23, 2024
  • Stylized image of a person
    G. W.
    Owner
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    Oct 21, 2024
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    G. K.
    Executive Vice President, Chief Compliance Officer
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    UNITED STATES
    Jul 01, 2024
  • Stylized image of a person
    J. W.
    Partner & Director
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    May 24, 2024
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    J. L.
    Chief Operating Officer
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    Oct 17, 2024
  • Stylized image of a person
    K. A.
    Owner
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    Oct 17, 2024

Frequently Asked Questions

What is Sequoia Financial Group known for?

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Sequoia Financial Group was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 3500 Embassy Parkway, Akron, OH 44333, US; you can contact the main corporate office by phone at . Explore Sequoia Financial Group's company overview page for more information.

What is Sequoia Financial Group's most common email format?

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Sequoia Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sequoia Financial Group email formats with LeadIQ.

How many employees does Sequoia Financial Group have currently?

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Sequoia Financial Group has approximately 372 employees as of October 2025. These team members are located across 3 continents, including North AmericaOceaniaAsia.

Who are Sequoia Financial Group's key employees and leadership?

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As of October 2025, Sequoia Financial Group's key employees include:

  • Chief Executive Officer: R. V.
  • Chief Investment Officer: N. Z.
  • Chief Compliance Officer: M. D.
  • Chief Investment Officer: D. C.
  • Chief Operating Officer: J. L.

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