How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial - A $17B Firm
Heather Welsh, SR. VP, and Wealth Planning Dept
Leader Sequoia Financial Group $17B AUM CFP
Website:
https://www.sequoia-financial.com/
Bio
As Vice President of Wealth Planning, I determine
the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I 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
Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia’s diversity and inclusion efforts.
--- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support