Sequoia Financial Group
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.
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Verified contacts
200
available on Kipplo
LinkedIn employees
388
201 to 500 range
Open roles
6
across 2 depts
Distinct roles
192
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.1K
organic / mo
Hiring · 6 open positions across 2 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AJ
A. J. Volpe
Associate Director, Wealth Planning · Finance & Accounting
EmailPhone - AR
Alexander R.
Senior Director · General Business & Management
EmailPhone - CF
Chris Fencl
Director, Wealth Advisor · Finance & Accounting
EmailPhone - CK
Cody Koletic
Senior Director, Wealth Advisor · Finance & Accounting
EmailPhone - DG
Dylan Greene
Director, Wealth Advisor · Finance & Accounting
EmailPhone - EM
Eric McNew
Director, Portfolio Strategist · General Business & Management
EmailPhone - GJ
Greg J. Revak
Director, Wealth Advisor · Finance & Accounting
EmailPhone - HR
Holly Rose
Senior Director, Client Experience · General Business & Management
EmailPhone - LS
Larry Shetler
Senior Director, Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Sequoia Financial Group
192 distinct titles indexed · top 10 shown.
- 21vice president, wealth advisor
- 16director, wealth advisor
- 16senior director, wealth advisor
- 10vice president
- 9client services associate
- 8associate wealth advisor
- 7senior associate, wealth advisor
- 7wealth advisor
- 5director, wealth planner
- 4associate director, wealth advisor
- +182more titles
Sign up to unlock all 200 contacts at Sequoia Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
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