Team Profile

As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia's clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the firm's planning-based relationships with external collaborators with whom we work closely to meet our clients' tax, insurance, and retirement plan needs.

Beyond Wealth Planning, I participate in the firm's Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia's diversity and inclusion efforts.

Professional Accreditations & Education

  • Accredited Estate Planner® (AEP®)
  • Acquired the Series 66, The Uniform Combined State Law Examination (inactive)
  • Acquired Series 7 (inactive)
  • The American College, Master of Science in Financial services (MSFS)
  • Mercyhurst University, B.A. in business with a focus in finance and a B.A. in dance, summa cum laude

Industry Involvement

  • Serves as President for the Cleveland-Akron Chapter of the Society of Financial Service Professionals
  • Member of the Estate Planning Council of Cleveland
  • Panelist: Collaborative Planning for Closely-Held Business Owners and Their Families (4/2018 - Cleveland-Akron Chapter of the Society of Financial Service Professionals) & Estate Planning Opportunities in Turbulent Times (5/2020 - Estate Planning Council)
  • Facilitator of monthly Planning Forum calls for HIFON (High Impact Financial Operations Network)
  • Selected for participation in the G2 Leadership Institute through The Ensemble Practice (Class of 2022)

Up Close

  • Member of the Endowment Committee for St. Ambrose Catholic Parish
  • Lives in Brunswick Hills, Ohio with her husband and their son
  • Joined Sequoia in 2007
  • Awarded with the Greater Akron Chamber's 30 for the Future award for 2019
  • Awarded with the Women's Network of Northeast Ohio's Women of Professional Excellence recognition for 2019
  • Awarded The American College of Financial Services’s inaugural Women Working in Wealth Award (2022)

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

  • 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.

Heather Welsh, CFP®, AEP®, MSFS | Sequoia Financial Group


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