Meet the team
Marchand, John

John Marchand

CFP®

Senior Vice President, Advisor Group Lead

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About John

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.

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®)
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

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John Marchand,

CFP®

Senior Vice President, Advisor Group Lead