Heather Welsh
Comprehensive Financial Planner | Senior Vice President, Wealth Planning Dept. Leader at Sequoia Financial Group
- Role
- Senior Vice President, Wealth Planning Department Leader at Sequoia Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Heather Welsh
Throughout my career, I have been motivated by a single ambition – to enrich lives for generations by making wealth planning accessible, relevant, and a personalized experience for each individual and family.As Senior Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia\'s clients. Our clients deserve to work with collaborative specialists, which has led Sequoia to invest in a team focused exclusively on meeting our clients’ specific wealth planning needs. Our advisors are supported by Wealth Strategists and Wealth Planners with deep industry knowledge. Our interactive, personalized planning approach includes solutions spanning all common planning subject areas plus specialized experience in estate planning, closely-held entities, executive compensation, and special needs planning. We provide planning that endures by removing uncertainty around the variables that are controllable & establishing a pathway for our clients to advance their chosen future regardless of the variables that are uncontrollable. Through harnessing the power of specialization, Sequoia’s wealth planning experience impacts generations and enriches lives more. Beyond Wealth Planning, I also lead Sequoia\'s diversity and inclusion efforts and our Women\'s Initiative. Skilled in: Succession PlanningEstate PlanningCharitable PlanningFinancial PlanningRetirement PlanningRisk ManagementLeadership Strengths: Analytical, Learner, Focus, Achiever, RelatorDISCLOSURES: The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
Experience
Senior Vice President, Wealth Planning Department Leader
Jan 2024 — Present · Akron, OH, US
As Senior Vice President, Wealth Planning Department Leader, I determine the strategic direction for the planning solutions created for Sequoia\'s clients. Leveraging feedback from our advisors, I help enrich lives for generations by determining the spectrum of wealth planning solutions delivered to clients across the wealth continuum. These solutions enable clients to make progress toward their chosen future by assisting in achieving their objectives such as business succession and estate planning, philanthropy, special needs planning, financial independence, and education planning.Serving as the subject matter expert for many of Sequoia’s planning-focused client communications, I am responsible for the internal & external delivery of thought leadership surrounding planning techniques to benefit clients in light of current economic, legislative, and other conditions.Beyond Wealth Planning, I participate in the firm\'s Operating Committee to assist in execution of Sequoia’s strategic plan. I also lead Sequoia\'s Diversity & Inclusion Committee, as well as our Women’s Initiative.
Education
The American College of Financial Services
Master of Science in Financial Services (MSFS)
2010 — 2012
Mercyhurst University
Bachelor of Arts (B.A.), Finance, Dance
2003 — 2007
Richmond American University London
Study Abroad, European Art & Architecture
2006 — 2006
Skills
- Charitable Gift Planning
- Analysis
- Estate Planning
- Business Succession Planning
- Risk Management
- Wealth Management
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