William Szlag
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William Szlag Email & Phone Number

Wealth Advisor at Sequoia Financial Group
Location: Washington, Michigan, United States 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Sequoia Financial Group
Role
Wealth Advisor
Location
Washington, Michigan, United States
Company size
90 employees

Who is William Szlag? Overview

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Quick answer

William Szlag is listed as Wealth Advisor at Sequoia Financial Group, a 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
Sequoia Financial Group
Wealth Advisor
akron, ohio, united states
Website
sequoia-financial.com
Employees
90
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8 roles

William Szlag work experience

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Paraplanner

Herbert Financial Group

Auburn Hills, Michigan, United States

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 Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Oct 2021 - Feb 2024

Operations Equity Specialist

Hantz Group

Southfield, Michigan, United States

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

Hantz Group

Southfield, Michigan, United States

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

Hantz Group

Romeo, Michigan, United States

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

Hantz Group

Romeo, Michigan, United States

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

Liberty Sheet Metal

• 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 →

AM Ashley Mays (Bayer), Cfp® Ashley Mays (Bayer), Cfp® Colleague at Sequoia Financial GroupGreater Cleveland, United States View → JH Jessie Hoxha Jessie Hoxha Colleague at Sequoia Financial GroupRocky River, Ohio, United States View → JT Jim Thompson Jim Thompson Colleague at Sequoia Financial GroupCleveland, Ohio, United States View → KP Kenneth Paull, Cfp(R) Kenneth Paull, Cfp(R) Colleague at Sequoia Financial GroupGreater Cleveland, United States View → JB Julie B. Julie B. Colleague at Sequoia Financial GroupAkron, Ohio, United States View → MR Melanie Ross, Cfp®, Aams®, Cltc Melanie Ross, Cfp®, Aams®, Cltc Colleague at Sequoia Financial GroupCleveland, Ohio, United States View → CL Cheryl Lutman Cheryl Lutman Colleague at Sequoia Financial GroupColumbus, Ohio, United States View → SC Scott Clark Cfp®, Cepa™, Crpc®, Crps® Scott Clark Cfp®, Cepa™, Crpc®, Crps® Colleague at Sequoia Financial GroupCharlotte, North Carolina, United States View → WG William Gandert, Cfp(R), Ricp(R) William Gandert, Cfp(R), Ricp(R) Colleague at Sequoia Financial GroupUnited States View → JP Justin Patellaro, Cfa, Cpa, Cfp® Justin Patellaro, Cfa, Cpa, Cfp® Colleague at Sequoia Financial GroupSan Francisco Bay Area, United States View →
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 Ashley Mays (Bayer), Cfp®, Jessie Hoxha, Jim Thompson, Kenneth Paull, Cfp(R), and Julie B..

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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