AKRON, Ohio – Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, is pleased to announce that Stan Milovancev, Executive Vice President of Institutional Services, has been named to Schwab’s Retirement Business Services Trust & Custody Advisory Board.
“Schwab is recognized as a leader in Retirement Services and we consider it an honor to be asked to sit on their Advisory Board,” Milovancev stated. “I am confident that we share the same mission of constant improvement so that all plan sponsors and retirement plan participants will continue to benefit.”
Appointments to this board last for two years. The Board consists of approximately 20 representatives of independent retirement advisory firms and independent recordkeepers who have been invited by Schwab management to participate in meetings and discussions of Schwab Retirement Business Services’ services for independent recordkeepers and independent retirement advisory firms and their clients.