Sequoia Financial Group

Sequoia Financial Group company information, Employees & Contact Information

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.
Looking for a particular Sequoia Financial Group employee's phone or email?

Sequoia Financial Group Questions

News

Sequoia Financial Group Announces Key Executive Appointments, Names Annie McCauley as President - PR Newswire

Sequoia Financial Group Announces Key Executive Appointments, Names Annie McCauley as President PR Newswire

Sequoia Financial to buy wealth manager The Martin Worley Group - Private Banker International

Sequoia Financial to buy wealth manager The Martin Worley Group Private Banker International

Expansion for Sequoia Financial Group, Meridian Wealth Management - InvestmentNews

Expansion for Sequoia Financial Group, Meridian Wealth Management InvestmentNews

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager - PR Newswire

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager PR Newswire

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-market Accounting - Yahoo Finance

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-market Accounting Yahoo Finance

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients - The Digital Banker

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients The Digital Banker

Sequoia Financial Group Completes Acquisition of Carlson Capital Management, Expanding National Presence and AUM - PR Newswire

Sequoia Financial Group Completes Acquisition of Carlson Capital Management, Expanding National Presence and AUM PR Newswire

Acquisition-Hungry Sequoia Financial Snaps Up Another Firm - Family Wealth Report

Acquisition-Hungry Sequoia Financial Snaps Up Another Firm Family Wealth Report

Sequoia shutters Washington, D.C., office, lets go of policy team - TechCrunch

Sequoia shutters Washington, D.C., office, lets go of policy team TechCrunch

Sequoia Financial Group buys Charleston-based Family Asset Management - Private Banker International

Sequoia Financial Group buys Charleston-based Family Asset Management Private Banker International

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer - The Digital Banker

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer The Digital Banker

Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial Group, MWG - Family Wealth Report

Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial Group, MWG Family Wealth Report

Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager - PR Newswire

Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager PR Newswire

Sequoia Financial Group Names M&A Veteran Michael Marhofer as Executive Vice President and General Counsel - PR Newswire

Sequoia Financial Group Names M&A Veteran Michael Marhofer as Executive Vice President and General Counsel PR Newswire

Sequoia Financial expands west with Eide Bailly acquisition - Private Banker International

Sequoia Financial expands west with Eide Bailly acquisition Private Banker International

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership - PR Newswire

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership PR Newswire

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs - PR Newswire

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs PR Newswire

Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO - PR Newswire

Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO PR Newswire

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy - PR Newswire

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy PR Newswire

Sequoia Financial Group acquires $310M AUM Texas RIA - InvestmentNews

Sequoia Financial Group acquires $310M AUM Texas RIA InvestmentNews

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform - PR Newswire

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform PR Newswire

Sequoia Financial Group buys Karpas Strategies - Private Banker International

Sequoia Financial Group buys Karpas Strategies Private Banker International

Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management - InvestmentNews

Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management InvestmentNews

Eide Bailly and Sequoia Financial start joint venture in wealth - Private Banker International

Eide Bailly and Sequoia Financial start joint venture in wealth Private Banker International

PE-backed Sequoia Financial strikes partnership with Eide Bailly - InvestmentNews

PE-backed Sequoia Financial strikes partnership with Eide Bailly InvestmentNews

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets - PR Newswire

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets PR Newswire

Sequoia Financial Group inks partnership with national accounting firm Eide Bailly - Crain's Cleveland Business

Sequoia Financial Group inks partnership with national accounting firm Eide Bailly Crain's Cleveland Business

Sequoia Financial acquires Nashville firm managing $930M - InvestmentNews

Sequoia Financial acquires Nashville firm managing $930M InvestmentNews

Sequoia Financial Group to consolidate Beachwood office in Mayfield Heights - Cleveland.com

Sequoia Financial Group to consolidate Beachwood office in Mayfield Heights Cleveland.com

Gee Smith Named Head of Sequoia Sentinel Family Office - PR Newswire

Gee Smith Named Head of Sequoia Sentinel Family Office PR Newswire

Sequoia Financial sells another minority stake to private equity investors - InvestmentNews

Sequoia Financial sells another minority stake to private equity investors InvestmentNews

Sequoia Financial Group Acquires Family Asset Management - Pulse 2.0

Sequoia Financial Group Acquires Family Asset Management Pulse 2.0

Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group - CPA Practice Advisor

Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group CPA Practice Advisor

Sequoia Financial: Capturing the Illiquidity Premium - wealthmanagement.com

Sequoia Financial: Capturing the Illiquidity Premium wealthmanagement.com

Sequoia Financial Group Completes Acquisition of LJPR Financial Advisors - PR Newswire

Sequoia Financial Group Completes Acquisition of LJPR Financial Advisors PR Newswire

Sequoia Financial Group Acquiring $430 Million Team The Martin Worley Group - Pulse 2.0

Sequoia Financial Group Acquiring $430 Million Team The Martin Worley Group Pulse 2.0

Sequoia Financial acquiring special needs-focused wealth manager Affinia - InvestmentNews

Sequoia Financial acquiring special needs-focused wealth manager Affinia InvestmentNews

RIA Roundup: Sequoia Financial Group to Acquire $930M M Capital Advisors - wealthmanagement.com

RIA Roundup: Sequoia Financial Group to Acquire $930M M Capital Advisors wealthmanagement.com

Sequoia Financial grows again with Utah acquisition - Crain's Cleveland Business

Sequoia Financial grows again with Utah acquisition Crain's Cleveland Business

Sequoia Financial Buys Wealth Team From Large Accountant - ThinkAdvisor

Sequoia Financial Buys Wealth Team From Large Accountant ThinkAdvisor

Sequoia Financial Group Merges with LJPR Financial Advisors - PR Newswire

Sequoia Financial Group Merges with LJPR Financial Advisors PR Newswire

Sequoia Financial Group Buys AltruVista - Pulse 2.0

Sequoia Financial Group Buys AltruVista Pulse 2.0

Sequoia Financial Group Sells $200 Million Stake to PE Firm - Barron's

Sequoia Financial Group Sells $200 Million Stake to PE Firm Barron's

Sequoia Financial to Buy $5B Zeke Capital - wealthmanagement.com

Sequoia Financial to Buy $5B Zeke Capital wealthmanagement.com

Sequoia Financial Buying $3.8 Billion Wealth Manager Carlson Capital - Pulse 2.0

Sequoia Financial Buying $3.8 Billion Wealth Manager Carlson Capital Pulse 2.0

Sequoia Financial to Acquire Wealthstone Advisors - wealthmanagement.com

Sequoia Financial to Acquire Wealthstone Advisors wealthmanagement.com

Sequoia Financial acquires Zeke Capital Advisors in $5 billion deal - InvestmentNews

Sequoia Financial acquires Zeke Capital Advisors in $5 billion deal InvestmentNews

Sequoia Financial lands new chief strategy officer - Crain's Cleveland Business

Sequoia Financial lands new chief strategy officer Crain's Cleveland Business

AI’s $600B Question - Sequoia Capital

AI’s $600B Question Sequoia Capital

Sequoia Financial Buys Carlson Capital Management - Barron's

Sequoia Financial Buys Carlson Capital Management Barron's

Sequoia Financial Group Recognized by Schwab Advisor Services with 2019 Best-in-Business IMPACT Award™ - PR Newswire

Sequoia Financial Group Recognized by Schwab Advisor Services with 2019 Best-in-Business IMPACT Award™ PR Newswire

Sequoia Financial to acquire $1.4 billion Wealthstone Advisors - InvestmentNews

Sequoia Financial to acquire $1.4 billion Wealthstone Advisors InvestmentNews

Valmark Financial Group and Sequoia Financial Group Announce Innovative Joint Venture to Revolutionize the Life Insurance Industry - PR Newswire

Valmark Financial Group and Sequoia Financial Group Announce Innovative Joint Venture to Revolutionize the Life Insurance Industry PR Newswire

Sequoia Financial Group to acquire Massachusetts firm - Akron Beacon Journal

Sequoia Financial Group to acquire Massachusetts firm Akron Beacon Journal

Sequoia Financial Group Reinstates Share Buy-Back Program - TipRanks

Sequoia Financial Group Reinstates Share Buy-Back Program TipRanks

Thomas Haught: The Bold Risks That Powered $15B Sequoia Financial - Barron's

Thomas Haught: The Bold Risks That Powered $15B Sequoia Financial Barron's

Home - Sequoia Capital

Home Sequoia Capital

PE-backed Sequoia Financial snaps up Eide Bailly’s wealth management practice - pehub.com

PE-backed Sequoia Financial snaps up Eide Bailly’s wealth management practice pehub.com

Sequoia refreshes finance media brands - MoneyManagement.com.au

Sequoia refreshes finance media brands MoneyManagement.com.au

Akron wealth manager Sequoia Financial Group merging with Columbus firm Wealthstone Advisors - Akron Beacon Journal

Akron wealth manager Sequoia Financial Group merging with Columbus firm Wealthstone Advisors Akron Beacon Journal

Sequoia Financial nears $5 billion in assets with acquisition of LJPR Financial Advisors - InvestmentNews

Sequoia Financial nears $5 billion in assets with acquisition of LJPR Financial Advisors InvestmentNews

Generative AI: A Creative New World - Sequoia Capital

Generative AI: A Creative New World Sequoia Capital

Sequoia’s stealthy wealth management fund shakes up its portfolio - Financial Times

Sequoia’s stealthy wealth management fund shakes up its portfolio Financial Times

Former FirstBank CEO Adesola Adeduntan launches Sequoia Financial Services - Nairametrics

Former FirstBank CEO Adesola Adeduntan launches Sequoia Financial Services Nairametrics

Generative AI’s Act Two - Sequoia Capital

Generative AI’s Act Two Sequoia Capital

AI is Now Shovel Ready - Sequoia Capital

AI is Now Shovel Ready Sequoia Capital

WSJ News Exclusive | Sequoia Capital Apologizes to Its Fund Investors for FTX Loss - The Wall Street Journal

WSJ News Exclusive | Sequoia Capital Apologizes to Its Fund Investors for FTX Loss The Wall Street Journal

Tech’s Top Venture Firm Tried to Stay Above Politics. Then a Partner Created a Furor. - The New York Times

Tech’s Top Venture Firm Tried to Stay Above Politics. Then a Partner Created a Furor. The New York Times

How Sequoia Capital is trying to avoid taxes on over a billion dollars in Indian investments - qz.com

How Sequoia Capital is trying to avoid taxes on over a billion dollars in Indian investments qz.com

Sequoia Financial Group (ASX:SEQ) FY25 Financial Results - Sharecafe

Sequoia Financial Group (ASX:SEQ) FY25 Financial Results Sharecafe

Sequoia Financial Group Establishes AFSL Governance Committee - Sharecafe

Sequoia Financial Group Establishes AFSL Governance Committee Sharecafe

Sequoia Financial Group revamps flagship brands Sharecafe and Finance News Network - Mumbrella

Sequoia Financial Group revamps flagship brands Sharecafe and Finance News Network Mumbrella

Top Sequoia Financial Group Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant