Sequoia Financial Group Employee Directory

Financial ServicesOhio, United 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, 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 expertise 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.

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Sequoia Financial Group Global Highlights

North America
423

United States Of America
420
Honduras
1
Mexico
1
Canada
1

Oceania
8

Australia
8

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Ireland
1

Asia
1

Bangladesh
1

Sequoia Financial Group's Leadership

N. Z.
Chief Investment Officer
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J. G.
Chief Operating Officer
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M. D.
Chief Compliance Officer
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J. Z.
Chief Investment Strategist
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A. J. B.
Vice President Private Client Services
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C. T.
Executive Vice President, Chief Strategy & Partnerships Officer
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A. M.
Executive Vice President Chief Client Experience Officer
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A. M.
President
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Sequoia Financial Group Employee Metrics

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50%

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2024

2023

Finance
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Contact profiles from Sequoia Financial Group

Name

Title

Contact Info

Location

Last Update

C. T.
Executive Vice President, Chief Strategy & Partnerships Officer
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United StatesOhio
Oct 04, 2024
N. Z.
Chief Investment Officer
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Email
United StatesPennsylvania
May 23, 2024
A. M.
Executive Vice President Chief Client Experience Officer
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Email
United StatesOhio
Oct 04, 2024
A. M.
President
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United StatesCalifornia
Sep 16, 2024
G. W.
Owner
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Email
Jul 08, 2024
G. K.
Executive Vice President, Chief Compliance Officer
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Email
UNITED STATES
Jun 25, 2024
J. G.
Chief Operating Officer
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Email
Oct 03, 2024
K. T.
Executive Vice President, Chief Strategy And Acquisitions Officer
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United StatesOhio
May 23, 2024
M. D.
Chief Compliance Officer
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Email
United StatesOhio
Sep 18, 2024
M. C.
Senior Vice President
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Email
United StatesIllinois
Sep 17, 2024

Frequently Asked Questions

What is Sequoia Financial Group known for?

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

+1-330-375-****

. Explore Sequoia Financial Group's company overview page for more information.

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

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?

Sequoia Financial Group has approximately 252 employees as of October 2024. These team members are located across 4 continents, including North AmericaOceaniaEurope.

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

As of October 2024, Sequoia Financial Group's key employees include:

Chief Investment Officer: N. Z.
Chief Operating Officer: J. G.
Chief Compliance Officer: M. D.
Chief Investment Strategist: J. Z.
Vice President Private Client Services: A. J. B.

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