Jim Weaver
Over more than 30 years working in wealth management, I have spent time as a securities analyst, investment portfolio manager, a trust officer, and a wealth advisor. Regardless of the title or role, my passion has always been helping clients from all walks of life reach their unique financial goals. As a financial advisor, I…
Nazley Wilson
My role as a financial advisor is to work with individuals, families, and business owners in creating customized financial plans to assist my clients in achieving their financial goals. Clients can expect me to work diligently to deliver clear, actionable steps for clients to take in working towards building and preserving their wealth while staying…
Al Yambor
As an advisor on Sequoia’s Family Wealth team, I help high-net-worth individuals, families, and multi-generational family businesses ease the complexities of wealth and align their priorities and values to achieve their financial goals. I enjoy working with clients to build deep, personal, and enduring relationships while focusing on their unique aspirations and challenges along the…
- « Previous
- 1
- …
- 16
- 17
- 18