Jill A. Branthoover, Cfp®
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Jill A. Branthoover, Cfp® Email & Phone Number

Director, Private Client Services at Sequoia Financial Group
Location: Greater Cleveland, United States, United States 8 work roles 1 school
1 work email found @sequoia-financial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@sequoia-financial.com
LinkedIn Profile matched
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Current company
Sequoia Financial Group
Role
Director, Private Client Services
Location
Greater Cleveland, United States, United States
Company size
361 employees

Who is Jill A. Branthoover, Cfp®? Overview

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Quick answer

Jill A. Branthoover, Cfp® is listed as Director, Private Client Services at Sequoia Financial Group, a company with 361 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at sequoia-financial.com and a matched LinkedIn profile for Jill A. Branthoover, Cfp®.

Jill A. Branthoover, Cfp® previously worked as Vice President, Wealth Advisor at Sequoia Financial Group and Wealth Planner at Rsm Us Wealth Management, Llc. Jill A. Branthoover, Cfp® holds Bachelor Of Business Administration, Finance & Marketing from The University Of Toledo.

Company email context

Email format at Sequoia Financial Group

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*@sequoia-financial.com
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AeroLeads found 1 current-domain work email signal for Jill A. Branthoover, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jill A. Branthoover, Cfp®

As a Director in Sequoia’s Private Client Practice, I have the privilege of working with of high net worth families, corporate executives and entrepreneurs. Together with our team at Sequoia, I focus on the creation and implementation of highly customized wealth plans, that allow for our clients to achieve their lifetime and legacy goals. I am honored to build lasting relationships that result from understanding a client’s personal and financial situation, concerns, and aspirations.

Current workplace

Jill A. Branthoover, Cfp®'s current company

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Sequoia Financial Group
Sequoia Financial Group
Director, Private Client Services
Cleveland, OH, US
Website
sequoia-financial.com
Employees
361
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Company profile
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8 roles

Jill A. Branthoover, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Wealth Advisor

Current
Sequoia Financial Group

The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as.

Jan 2023 - Present

Wealth Planner

Rsm Us Wealth Management, Llc

Cleveland, Ohio

Nov 2016 - Apr 2018

Financial Advisor

Mcdonald Financial Group

Beachwood

Jan 2005 - Feb 2007

Private Banking Officer

Fifth Third Bank

Cleveland, OH

Jun 2003 - Dec 2004

Financial Advisor

Merrill Lynch

Financial AdvisorDistrict Financial Planning SpecialistDistrict Special Projects Coordinator

May 1998 - Jun 2003
Team & coworkers

Colleagues at Sequoia Financial Group

Other employees you can reach at sequoia-financial.com. View company contacts for 361 employees →

AB Andy Brophy Andy Brophy Colleague at Sequoia Financial Group Detroit Metropolitan Area, United States View → BV Bill Venter Bill Venter Colleague at Sequoia Financial Group Greater Cleveland, United States View → AM Ashley Murray Ashley Murray Colleague at Sequoia Financial Group Louisville, Ohio, United States, United States View → TM Teodoro Mitrano Teodoro Mitrano Colleague at Sequoia Financial Group Perth, Western Australia, Australia, Australia View → OL Orr Lori A. Orr Lori A. Colleague at Sequoia Financial Group Beachwood, Ohio, United States, United States View → DS Danielle Serlin Danielle Serlin Colleague at Sequoia Financial Group Rochester, Michigan, United States, United States View → PS Paige Santimarino Paige Santimarino Colleague at Sequoia Financial Group Akron, Ohio, United States, United States View → TM Tom Moughan, Mba Tom Moughan, Mba Colleague at Sequoia Financial Group Beachwood, Ohio, United States, United States View → AD Ashley D. Male, Cfp® Ashley D. Male, Cfp® Colleague at Sequoia Financial Group Greater Orlando, United States View → CA Christina Antal, Cfp ® Christina Antal, Cfp ® Colleague at Sequoia Financial Group Lake Milton, Ohio, United States, United States View →
1 education record

Jill A. Branthoover, Cfp® education

  • The University Of Toledo
    The University Of Toledo
    Finance & Marketing
FAQ

Frequently asked questions about Jill A. Branthoover, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jill A. Branthoover, Cfp® work for?

Jill A. Branthoover, Cfp® works for Sequoia Financial Group.

What is Jill A. Branthoover, Cfp®'s role at Sequoia Financial Group?

Jill A. Branthoover, Cfp® is listed as Director, Private Client Services at Sequoia Financial Group.

What is Jill A. Branthoover, Cfp®'s email address?

AeroLeads has found 1 work email signal at @sequoia-financial.com for Jill A. Branthoover, Cfp® at Sequoia Financial Group.

Where is Jill A. Branthoover, Cfp® based?

Jill A. Branthoover, Cfp® is based in Greater Cleveland, United States, United States while working with Sequoia Financial Group.

What companies has Jill A. Branthoover, Cfp® worked for?

Jill A. Branthoover, Cfp® has worked for Sequoia Financial Group, Rsm Us Wealth Management, Llc, Ubs Financial Services, Inc., Mcdonald Financial Group, and Fifth Third Bank.

Who are Jill A. Branthoover, Cfp®'s colleagues at Sequoia Financial Group?

Jill A. Branthoover, Cfp®'s colleagues at Sequoia Financial Group include Andy Brophy, Bill Venter, Ashley Murray, Teodoro Mitrano, and Orr Lori A..

How can I contact Jill A. Branthoover, Cfp®?

You can use AeroLeads to view verified contact signals for Jill A. Branthoover, Cfp® at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jill A. Branthoover, Cfp® attend?

Jill A. Branthoover, Cfp® holds Bachelor Of Business Administration, Finance & Marketing from The University Of Toledo.

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