Associate Wealth Advisor
Current
Apr 2024 - Present
AeroLeads people directory · profile
William Szlag Email & Phone Number
Wealth Advisor
at
Sequoia Financial Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Washington, Michigan, United States
Company size
Who is William Szlag? Overview
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Quick answer
William Szlag is listed as Wealth Advisor at Sequoia Financial Group, a company with 90 employees, based in Washington, Michigan, United States. AeroLeads shows a matched LinkedIn profile for William Szlag.
William Szlag previously worked as Associate Wealth Advisor at Sequoia Financial Group and Paraplanner at Herbert Financial Group. William Szlag holds Bachelor Of Arts - Ba, Finance, Minor In Economics from Oakland University.
Company email context
Email format at Sequoia Financial Group
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Sequoia Financial Group
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Profile bio
About William Szlag
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 investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Current workplace
William Szlag's current company
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Sequoia Financial Group
8 roles
William Szlag work experience
A career timeline built from the work history available for this profile.
Paraplanner
Supporting advisors that are developing and applying financial plans for clients.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL.
Oct 2021 - Feb 2024
Operations Equity Specialist
Guide and support financial advisors in the settling of deceased client’s affairs. Developing new methodology and software to improve the efficiency and accuracy of the claims process at a company-wide level.
Jun 2021 - Sep 2022
Operations Equity Specialist
Served as company liaison and provided support for financial advisors in all Hilltop and Charles Schwab related business. Processed and maintained Hilltop and Charles Schwab accounts for clients.
May 2020 - Jun 2021
Junior Financial Advisor
Assisted financial advisors in data collection and creation of a holistic financial plans. Provided support to accountants through data implementation utilizing tax software.
Dec 2019 - May 2020
Financial Planning Intern
Assist financial advisors in day-to-day administrative and clerical activities. Prepared for SIE and Series 7 certification exams.
Aug 2018 - Dec 2019
Safety Monitor
- Assisted journeymen and foreman in the assembly of commercial grade sheet metal roofs and worked in the machine shop to prepare and ship building materials to job sites
Apr 2017 - Sep 2017
Seasonal Employee
Clinton Township Water Department
Helped maintain pipes and cement near manholes as well as constructed ditches in compliance to city code. Also maintained fire hydrants and addressed issues regarding unpaid water bills for township residents
May 2015 - Aug 2015
Team & coworkers
Colleagues at Sequoia Financial Group
Other employees you can reach at sequoia-financial.com. View company contacts for 90 employees →
CF
Connor Fife
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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AH
Alissa Hitchcock
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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GM
Gabrielle Monticciolo
Colleague at Sequoia Financial Group
Greater Tampa Bay Area, United States
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JC
Jd Clemens
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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MT
Matthew Teetor
Colleague at Sequoia Financial Group
Troy, Michigan, United States, United States
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LS
Laura Sternheimer, Mba, Cfp®
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
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DB
Don Bentley, Cfp®, Ricp®, Aif®
Colleague at Sequoia Financial Group
Detroit Metropolitan Area, United States
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PB
Paul Breen
Colleague at Sequoia Financial Group
Columbus, Ohio, United States, United States
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RA
Robert A. Valente Cfp® Aep® Ceft®
Colleague at Sequoia Financial Group
Beachwood, Ohio, United States, United States
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JD
Jim Durkin
Colleague at Sequoia Financial Group
Greater Philadelphia, United States
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Connor Fife
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
View →
AH
Alissa Hitchcock
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
View →
GM
Gabrielle Monticciolo
Colleague at Sequoia Financial Group
Greater Tampa Bay Area, United States
View →
JC
Jd Clemens
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
View →
MT
Matthew Teetor
Colleague at Sequoia Financial Group
Troy, Michigan, United States, United States
View →
LS
Laura Sternheimer, Mba, Cfp®
Colleague at Sequoia Financial Group
Cleveland, Ohio, United States, United States
View →
DB
Don Bentley, Cfp®, Ricp®, Aif®
Colleague at Sequoia Financial Group
Detroit Metropolitan Area, United States
View →
PB
Paul Breen
Colleague at Sequoia Financial Group
Columbus, Ohio, United States, United States
View →
RA
Robert A. Valente Cfp® Aep® Ceft®
Colleague at Sequoia Financial Group
Beachwood, Ohio, United States, United States
View →
JD
Jim Durkin
Colleague at Sequoia Financial Group
Greater Philadelphia, United States
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1 education record
William Szlag education
FAQ
Frequently asked questions about William Szlag
Quick answers generated from the profile data available on this page.
What company does William Szlag work for?
William Szlag works for Sequoia Financial Group.
What is William Szlag's role at Sequoia Financial Group?
William Szlag is listed as Wealth Advisor at Sequoia Financial Group.
Where is William Szlag based?
William Szlag is based in Washington, Michigan, United States while working with Sequoia Financial Group.
What companies has William Szlag worked for?
William Szlag has worked for Sequoia Financial Group, Herbert Financial Group, Hantz Group, Liberty Sheet Metal, and Clinton Township Water Department.
Who are William Szlag's colleagues at Sequoia Financial Group?
William Szlag's colleagues at Sequoia Financial Group include Connor Fife, Alissa Hitchcock, Gabrielle Monticciolo, Jd Clemens, and Matthew Teetor.
How can I contact William Szlag?
You can use AeroLeads to view verified contact signals for William Szlag at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.
What schools did William Szlag attend?
William Szlag holds Bachelor Of Arts - Ba, Finance, Minor In Economics from Oakland University.
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