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.