SEQUOIA FINANCIAL GROUP
Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a truly client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family wealth and institutional services. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize longterm planning to help their client’s in reaching their financial and life goals. Today, Sequoia has offices in Ohio, Florida and Michigan with 48 employees.
SEQUOIA FINANCIAL GROUP
Industry:
Consulting Financial Services Wealth Management
Founded:
1991-01-01
Address:
Akron, Ohio, United States
Country:
United States
Website Url:
http://www.sequoia-financial.com
Total Employee:
11+
Status:
Active
Contact:
216-774-1240
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Board_member
2017-01-01
Current Employees Featured
Gerry Knotek Executive Vice President, Chief Compliance Officer @ Sequoia Financial Group
Executive Vice President, Chief Compliance Officer
2000-01-01
Shaun Kapusinski Director, Technology & Operations @ Sequoia Financial Group
Director, Technology & Operations
2003-02-01
Kenneth J Paull Managing Director of Private Client Services @ Sequoia Financial Group
Managing Director of Private Client Services
2016-01-01
Bill Venter Financial Planner & Managing Director of Private Client Services @ Sequoia Financial Group
Financial Planner & Managing Director of Private Client Services
2003-10-01
Annie McCauley Managing Director of Family Wealth @ Sequoia Financial Group
Managing Director of Family Wealth
2002-01-01
Chris Redhead Executive Vice President @ Sequoia Financial Group
Executive Vice President
2009-01-01
Christina Antal Senior Manager of Client Service @ Sequoia Financial Group
Senior Manager of Client Service
2007-01-01
Thomas Haught Founder, President & Chief Executive Officer @ Sequoia Financial Group
Founder, President & Chief Executive Officer
Robert A Valente Independent Consultant @ Sequoia Financial Group
Independent Consultant
2018-02-01
Chad Roope Chief Investment Officer @ Sequoia Financial Group
Chief Investment Officer
2020-11-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-11-15 | NCA Financial Planners | NCA Financial Planners acquired by Sequoia Financial Group | N/A |
| 2021-04-20 | WEALTHSTONE ADVISORS | WEALTHSTONE ADVISORS acquired by Sequoia Financial Group | N/A |
| 2018-08-21 | LJPR Financial Advisors | LJPR Financial Advisors acquired by Sequoia Financial Group | N/A |
| 2016-06-27 | RAV Financial Services | RAV Financial Services acquired by Sequoia Financial Group | N/A |
Investors List
Kudu Investment Management
Kudu Investment Management investment in Corporate Round - Sequoia Financial Group
Key Employee Changes
| Date | New article |
|---|---|
| 2020-11-18 | Sequoia Financial Group appoints new chief investment officer |
Official Site Inspections
http://www.sequoia-financial.com Semrush global rank: 2.57 M Semrush visits lastest month: 6.83 K
- Host name: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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