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

  • CERTIFIED FINANCIAL PLANNER™
  • 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

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

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.

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

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