What are you most passionate about in your role at Sequoia?

In addition to providing team members opportunities to serve others and expand their skillset through the work typically associated with their positions, Sequoia also offers engagement through committees and special projects. That has allowed me to pursue my passion for expanding diversity and inclusion in the financial services industry by chairing the firm’s Diversity & Inclusion Committee. At Sequoia, we define diversity and inclusion as placing equal value on the content of ones character, the merit of ones capabilities, and ones unique opinions, perspectives, and experiences; recognizing that we are stronger and more engaged in the pursuit of enriching lives when proactively seeking to surface such unique opinions, perspectives, and experiences; and building a culture of belonging by actively inviting the contribution and participation of all. Our efforts are focused on internal awareness, talent strategy, and industry impact. This work will be an ongoing journey, and I am grateful for the chance to be part of it.

Why did you decide to work at Sequoia?

When I was interviewing to determine where I’d begin my career, I had conversations with companies in many different areas of the financial services industry - banks, wirehouses, insurance companies, and more. I found myself drawn to the independent Registered Investment Advisor channel because of the flexibility and client-centric approach. I believe wealth management should truly be a helping profession, and Sequoia stood out to me with its mission of enriching lives. I’ve spent my entire career with Sequoia, and the firm’s commitment to that mission has never wavered.

How is Sequoia different from when you first started?

When I began my career with Sequoia in 2007, the firm had about 20 people. Fast forward to today, and we have over 180 team members. The growth of the firm has allowed me and many others to specialize rather than wearing multiple hats, allowing us to deliver an enhanced client experience. For example, at the time I started here we had one team member focused exclusively on partnering with the firm’s advisors to craft financial plans and corresponding recommendations. That has now expanded to a group of six individuals with varying sub-specializations and backgrounds, including a CPA, Accredited Estate Planner®, and Retirement Income Certified Professional (RICP), among others.

What do you do to recharge yourself?

I attend Mass weekly with my husband and son, taking the time to recenter our family. I also go for daily walks - though the Ohio winters sometimes keep me inside on the treadmill instead of out enjoying nature.

The views expressed represent the opinion of Sequoia Financial Group. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sequoia believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sequoia’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. Past performance is not an indication of future results. Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

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Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Team-Member Spotlight: Heather Welsh | Sequoia Financial Group


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