Team Profile

With more than 30 years of experience in the financial industry, I can serve as a strong resource to Sequoia’s advisors and clients as a Client Service Manager. I strive to identify, address and resolve client concerns quickly and effectively and work to ensure client satisfaction and retention by providing a superior level of customer service. With the ever-changing business, I am constantly growing and learning so I can provide proactive and productive support. Each day I support our advisors with their business objectives with an unwavering commitment to building and maintaining client relationships.

Professional Accreditations & Education

  • Acquired Series 7, 63 and 66 (Inactive)

Up Close

  • In her spare time, Julie enjoys reading, yoga, watching movies and attending Broadway productions
  • Julie has completed two half-marathons
  • Lives in Rochester, Michigan with her husband
  • Joined Sequoia in 2019

Sequoia Financial

Talk to an Advisor

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.

Julie M. Innes | Sequoia Financial Group

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