Team Profile

I joined Sequoia in 2002 and draw upon my years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. I employ an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients.

As Executive Vice President and Chief Client Experience Officer, I seek to continually expand and evolve the ways in which we are able to provide our clients with clarity, confidence and control over their financial future. 

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired the Series 7 and 63 registrations (inactive)
  • University of Michigan, B.B.A. with concentrations in finance and accounting, high honors
  • G2 Leadership Institute

Industry Involvement

  • Awarded Family Wealth Alliance's Young Professionals Award in 2020
  • Awarded Crain’s Notable Women in Finance in 2018

Up Close

  • Enjoys spending time with friends and family, cooking and raising her two young children
  • Lives with her husband and two sons in Uniontown, Ohio
  • Joined Sequoia in 2002

Sequoia Financial

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

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.

Annie McCauley, CFP® | Sequoia Financial Group

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