Meet the team

Ken Paull


Vice President, Wealth Advisor

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About Ken

With more than 23 years of experience in the financial services industry I assist clients with the development and ongoing implementation of their wealth management plan which incorporates tax, estate planning, employee benefits and portfolio management. I’ve worked extensively with physicians and brings planning creativity in the ever changing legal and income tax environment. My comprehensive approach for clients helps allow for the creation of cohesive planning techniques that also work to incorporate employer – sponsored benefits.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education


Up Close

  • Enjoys traveling, cooking, skiing, coaching football and basketball along with spending time with family in Chautauqua, NY
  • Cleveland sports fan
  • Lives in Sagamore Hills, OH with his family
  • Joined Sequoia in 2016

contact your financial planning specialist

Ken Paull,


Vice President, Wealth Advisor