How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial - A $17B Firm

Heather Welsh, SR. VP, and Wealth Planning Dept


Leader Sequoia Financial Group $17B AUM CFP





Website:


https://www.sequoia-financial.com/





Bio


As Vice President of Wealth Planning, I determine


the strategic direction for the planning solutions created for
Sequoia’s clients. I collaborate with the firm’s advisors and
external partners to communicate timely, actionable
planning-based recommendations to help clients achieve their
wealth planning goals and objectives. Additionally, I oversee the


firm’s planning-based relationships with external collaborators
with whom we


work closely to meet our clients’ tax, insurance, and retirement
plan needs.


 


Beyond Wealth Planning, I participate in the firm’s


Management Committee to assist in execution of our strategic
plan. I have focused those efforts on our talent engagement
strategy & leading Sequoia’s diversity and inclusion efforts.