Meet the team

Laurie Marshall


Vice President, Wealth Advisor

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About Laurie

As a Vice President and financial advisor at Sequoia, I am committed to working with female executives and business owners – they have a ton of drive, passion and are extremely busy, and I am there to help them balance all the demands in their life. I stand alongside them in the trenches helping them develop a plan to get things done, one step at a time, with a positive approach. From me, clients can expect superior attention to detail, encouragement to think outside the box, assistance in making connections with others and building a comprehensive plan—all of which will align with their personal and professional goals.

I am an optimist by nature and strongly believe in looking forward, not backward. I am always seeking opportunities to keep learning, ultimately giving me the ability to help more people, and am keenly focused on mentoring and coaching younger women.

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

Accreditation & Education

Mount Holyoke College, B.A. in Mathematics
The Tuck School at Dartmouth, MBA in Finance

Up Close

  • Enjoys volunteering within the community, entertaining and spending time with her husband, daughter and pets
  • Lived in Manhattan for more than 20 years
  • Lives in West Bloomfield, Michigan
  • Joined Sequoia in 2019

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Laurie Marshall,


Vice President, Wealth Advisor