Heather Welsh

Vice President, Wealth Planning Department Leader

Throughout her career, Heather has been motivated by a single ambition – to make wealth planning accessible, relevant, and personalized to each individual and family she serves. After graduating summa cum laude from Mercyhurst University with a B.S. in Business and a B.A. in Dance, she pursued her Master of Science in Financial Services at The American College of Financial Services.

As a Vice President and the Wealth Planning Department Leader at Sequoia Financial Group, Heather determines strategic direction for the planning solutions created for clients and oversees the management and career development of Sequoia’s Wealth Planning team. She collaborates with the firm’s advisors and external partners to help clients achieve their wealth planning goals and objectives.

Heather’s deep commitment to financial planning extends beyond Sequoia’s clients to the wider industry and the craft itself. She is a member of the Estate Planning Council of Cleveland and was selected to participate in the Ensemble Practice’s G2 Leadership Institute. She served as the President (2022-2023) for the Cleveland-Akron Chapter of the Society of Financial Service Professionals and facilitates monthly Planning Forum calls for HIFON (High Impact Financial Operations Network). Heather is passionate about supporting the next generation of professionals serving as a mentor, Women’s Initiative Advocate, and past “Ask the Expert” panelist through the CFP Board and volunteering in the classroom through Junior Achievement. Her impact has been broadly recognized, she received the Greater Akron Chamber’s 30 for the Future award* and was the recipient of the Women Working in Wealth Award** by The American College in 2022. Investment

*The honor recognizes 30 young professionals between the ages of 25-39 — from a list of over 90 leaders — who make an impact on the Greater Akron region through leadership in their industry and community engagement. Who are recognized as trendsetters in their industries, leaders in their organizations and in the community, and catalysts for growth and impact. Recipients are chosen based on several criteria, including their professional accomplishments, leadership, and community service. Independent committees of the Greater Akron Chamber selected the finalists from a competitive pool of leaders, nominated by members of the Greater Akron Chamber and regional profit and non-profit organizations.
**The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States. The Women Working in Wealth Award is given to honor women who inspire, mentor, and strive to advance other women in financial services.