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Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesAnnie mccauleyTom haughtSequoia financial groupPrnewswire sequoia financial groupSequoia sentinel family officeSequoia financial advisorsFinancial groupSequoia sentinelOhio based sequoiaZeke capital advisors

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesSan antonioPatrick snellTom haughtEdwin bartonFrank mastrapasquaMauro mastrapasquaClaude koontzPrnewswire sequoia financial groupAffinia financial groupSequoia financial groupCoplan aronoffFinancial groupOhio based sequoiaSequoia financialZeke capital advisors

Sequoia Financial Group acquiring special needs focused wealth manager Affinia

Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.

United statesTom haughtBenesch friedlander coplan aronoffCynthia haddadJohn nadwornyMeltzer purtill stelleAffinia financial groupSequoia financial groupRepublic capital groupOhio based sequoiaMassachusetts based affiniaSpecial needs planning guideEvery stageFriedlander coplanMeltzer purtillCleveland based cirrus wealth management

Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management

/PRNewswire/ Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today.

United statesTom haughtRyan heiderJoe heiderPrnewswire sequoia financial groupCoplan aronoffFinancial groupCirrus wealth managementOhio based sequoiaWealth managementSequoia financial group llc

Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO

/PRNewswire/ Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today.

United kingdomUnited statesCity ofNew yorkTom haughtAnnie mccauleyJoseph glickKevin tichnellPrnewswire sequoia financial groupZeke capital advisorsSequoia financial groupSequoia financial advisorsDeutsche bankFinancial groupOhio based sequoia