Heather Welsh, CFP®, AEP®, MSF is a recipient of the inaugural Women Working in Wealth Award by The American College of Financial Services

Akron, OH – March 9, 2022 – Sequoia Financial Group is proud to announce Heather Welsh, CFP®, AEP®, MSFS, Vice President, Wealth Planning Department Leader, as one of the recipients of the American College Center for Women in Financial Services inaugural Women Working in Wealth Award. The award recognizes female financial professionals who have made significant contributions to further advance women in financial services through mentorship, professional development, and advocacy.

Heather has exemplified our mission to advance women in financial services and create a more inclusive industry,” said Hilary Fiorella, Executive Director of the American College Center for Women in Financial Services. “We applaud her advocacy and efforts, which are helping to break the bias in financial services and open more doors for women to pursue a career in financial services.”

Heather leads Sequoia's Wealth Planning Department and Diversity & Inclusion initiatives. She also serves as President-Elect for the Cleveland-Akron Chapter of the Society of Financial Service Professionals, is an active member of the Estate Planning Council of Cleveland, and is a speaker at industry events. She is a past Greater Akron Chamber 30 For the Future recipient and past Women's Network of Northeast Ohio Women of Professional Excellence award recipient. She is involved in her local community in Brunswick Hills, OH where she resides with her husband and their young son. 

Heather was selected from over 125 qualified nominations submitted across the industry. The 2022 Women Working in Wealth Awards were presented on International Women’s Day, March 8, in New York City as part of the American College Center for Women in Financial Services’ inaugural Women Working in Wealth Summit

 

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ABOUT SEQUOIA FINANCIAL GROUP

Sequoia Financial Group, LLC, founded in 1991, takes a client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate and retirement planning, fiduciary consulting and family wealth. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. Sequoia was named one of America’s Top RIAs by Barron’s in 2020 and 2021 and received the Schwab Advisor Services 2019 Best-In-Business IMPACT Award. For more information, visit https://www.sequoia-financial.com/.

 

ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES

The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers two master’s degrees in management and financial services, along with prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Wealth Management Certified Professional® (WMCP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Special Needs Consultant® (ChSNC®), Chartered Financial Consultant® (ChFC®), and education leading to the CFP® certification. The College’s faculty represents some of the foremost thought leaders in the financial services profession. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube.

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Heather Welsh Honored as Champion for Gender Parity in Financial Services | Sequoia Financial Group

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