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Heather Welsh
CFP®, AEP
Vice President, Wealth Planning Department Leader
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About Heather
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.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER (CFP®)
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
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)
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Heather Welsh,CFP®, AEP
Vice President, Wealth Planning Department Leader
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