General Info: Sequoia Financial Advisors is a third-generation practice. Our founder, Patricia Roberts began her Lincoln National Life Insurance career in 1983. She had been a teacher in Baltimore for many years and she was a natural in finding ways to educate individuals and families on preparing for their future. She was a role model and our firm has benefited from her example. Pat passed away at age 68. Fortunately, Melanie Shanty, Pat's daughter had 8 years working with Pat as an advisor and continued her legacy of financial planning and education for clients.
Email: Email Business
Services/Products: Asset Allocation and Portfolio Management College Funding Life Insurance Long Term Care Special Needs Funding
Neighborhood: Lutherville - Timonium
Other Link: http://www.okunfinancialgroup.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Retirement Planning Services