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Cfp® Cody Koletic

Director, Wealth Advisor at Sequoia Financial Group

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Email Email: c****@sequoia-financial.com

phone noPhone Number: (***)-***-****

Financial planner based in Boca Raton, Florida.

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SEQUOIA FINANCIAL GROUP

SEQUOIA FINANCIAL GROUP

  • description Description
    At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, execu...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Sequoia Financial Group Org Chart and Mapping

Employees
Chris Redhead

Chris Redhead

Executive Vice President

Paige Santimarino

Paige Santimarino

Director, Client Service Group Lead

Ashley Costello

Ashley Costello

Financial Advisor at Sequoia Financial Group

Cfp® Bill Venter

Cfp® Bill Venter

Vice President and Managing Advisor

Deanne B

Deanne B

Senior Associate, Client Administration

Ryan Heider

Ryan Heider

Vice President, Wealth Advisor

Connor Fife

Connor Fife

Servicing Advisor

Donna Jackson

Donna Jackson

Client Services Associate

Amanda Taucher

Amanda Taucher

Senior Director

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Frequently Asked Questions Regarding Cfp® Cody Koletic

Answer: Cfp® Cody Koletic works for Sequoia Financial Group as Director, Wealth Advisor

Answer: Cfp® Cody Koletic’s role in Sequoia Financial Group is Director, Wealth Advisor

Answer: Cfp® Cody Koletic's email address is c***@gmail.com

Answer: Cfp® Cody Koletic's business email address is c****@sequoia-financial.com

Answer: Cfp® Cody Koletic’s direct phone number is (***)-***-****

Answer: Cfp® Cody Koletic works in the industry of: Financial Services

Answer: Cfp® Cody Koletic is the current Director, Wealth Advisor at Sequoia Financial Group.... Read More

Answer: Cfp® Cody Koletic works Sequoia Financial Group located at 3500 Embassy Pkwy Ste 100, Akron, Ohio, 44333, United States

Answer: Sequoia Financial Group's Director, Wealth Advisor is Cfp® Cody Koletic

Answer: Cfp® Cody Koletic contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@sequoia-financial.com

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