John Marchand
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…
Nathan Marcus
As an Associate, Financial Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives. My objective is to…
Laurie Marshall
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…
Ashley Mays
As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and…
Annie McCauley
I joined Sequoia in 2002 and draw upon my years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. I employ an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients. As Executive Vice President and Chief Client…
