Team Profile

As a Senior Vice President, Advisor Group Lead, I work with a group of advisors and our clients to deliver creative, yet sensible wealth planning and investment solutions. I work with my team to focus on educating the client on their total financial picture and understanding the importance of proactive communication in ensuring a clear understanding of their financial plan. I support our advisors in staying current by utilizing our firm’s resources including collaboration with Sequoia’s asset management and wealth planning teams to support an excellent client experience.

We strive as a team to offer timely and relevant advice which leads to an outstanding client experience.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired Series 7, 9, 10 & 66 registrations (inactive)
  • Ohio Health & Life Insurance Licensed
  • University of Akron, Bachelors in marketing management

Up Close

  • Lives in Copley with his wife and two children
  • Together with his family, John is actively engaged in volunteering his time with different organizations that support areas he is passionate about. He is dedicated to serving his family and community.
  • Joined Sequoia in 2017

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.

John Marchand, CFP® | Sequoia Financial Group

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