Heather Welsh, Cfp®, Aep®, Msfs Email & Phone Number

Akron, Ohio, United States

As Senior Vice President, Wealth Planning Department Leader, I determine the strategic direction for the planning solutions created for Sequoia's clients. Leveraging feedback from our advisors, I help enrich lives for generations by determining the spectrum of wealth planning solutions delivered to clients across the wealth continuum. These solutions enable clients to make progress toward their chosen future by assisting in achieving their objectives such as business succession and estate planning, philanthropy, special needs planning, financial independence, and education planning.Serving as the subject matter expert for many of Sequoia’s planning-focused client communications, I am responsible for the internal & external delivery of thought leadership surrounding planning techniques to benefit clients in light of current economic, legislative, and other conditions.I also 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 Operating Committee to assist in execution of Sequoia’s strategic plan. I also lead Sequoia's Diversity & Inclusion Committee, as well as our Women’s Initiative.

Akron, Oh

- Assumed responsibility for the strategic direction of Sequoia’s wealth planning experience, including internally offered services and those provided through third-party relationships - Assumed all management responsibilities for the Wealth Planning Department, including career development and performance discussions with existing team members and hiring new teammates to scale the department in alignment with Sequoia’s growth strategy- Began participating in Sequoia’s thought leadership strategy through serving as a panelist for several client webinars, recording several podcast episodes, and writing various blogs

Akron, Ohio

- Assumed responsibility for day-to-day management of the wealth planning department.- Assisted in strategic planning conversations related to wealth planning. - Chairperson, Sequoia Book Club: Led monthly discussions of business-related readings to increase the exchange of ideas among various business lines, functional groups, & geographies- Obtained the Accredited Estate Planner (AEP) designation.

Akron, Oh

- Assumed responsibility for the closely-held entity pillar within the wealth planning department- Furthered professional development and leadership skills through seeking active involvement in industry organizations (Society of Financial Service Professionals – Board of Directors; Estate Planning Council of Cleveland) and attending conferences (AICPA, Exit Planning Institute)

Akron, Oh

- Drafted comprehensive financial plans using Naviplan and eMoney software- Earned Masters of Science in Financial Services (MSFS) degree

Akron, Oh

- Increased involvement in wealth planning discussions- Obtained Certified Financial Planner designation

Akron, Oh

- Assisted managing planners in cultivating client relationships- Developed asset allocation proposals using Microsoft Excel, Portfolio Center, and Morningstar - Participated in weekly investment committee meetings to review the impact of economic effects and mutual fund manager performance on client portfolios- Obtained FINRA Series 7 & 66 licenses (inactive) and Life & Health Insurance License

Akron, Oh

- Performed operations tasks such as opening new accounts and facilitating transfers- Assisted with processing and submitting mortgage applications

Master Of Science In Financial Services (Msfs)

The MSFS program provides the tools needed to analyze, plan and implement integrated financial and life strategies. Courses included items.

Bachelor Of Arts (B.A.), Finance, Dance, Summa Cum Laude

Activities and Societies: Nu Delta Alpha (President), Ambassadors, Dance Club, Liturgical Dance EnsembleMy time at Mercyhurst provided me.

Study Abroad, European Art & Architecture

This summer experience afforded me the opportunity to pursue a personal passion for the arts, deepening my understanding and appreciation.