Heather Brown, CFP®

Manager, Financial Planning

While you may not meet with me directly as a client of Sequoia, there’s a good chance I will have a hand in crafting your financial plan. I love delving into the technical details of drafting the plans that are ultimately presented to our clients. So I work with all of the lead planners at the firm in modeling, forecasting, analysis and updating of our clients' plans. And when needed, I assist with implementation and monitoring as well.

Professional Accreditations/ Education

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Maintains the Series 7 and 66 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
  • Currently working on master’s of science degree in financial services (M.S.F.S.) through The American College
  • Mercyhurst College, B.A. in business with a focus in finance and a B.A. in dance, summa cum laude

Up Close

  • Enjoys spending time with family and friends; outdoor activities such as boating and wakeboarding; and, originally from New Jersey, is an avid football and hockey fan (New York Giants, New Jersey Devils and Ohio State Buckeyes)
  • Lives in Ravenna
  • Joined Sequoia in 2007

Member Info

Heather Brown

Phone

330.255.2124

Email

hbrown@sequoia-financial.com

Favorite Quote

“If you're trying to achieve, there will be roadblocks. I've had them; everybody has had them. But obstacles don't have to stop you. If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it.” - Michael Jordan

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.