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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.
Asset Allocation and Portfolio Management College Funding Life Insurance Long Term Care Special Needs Funding
Lutherville - Timonium
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Phone: (410) 321-0860

Address: 1300 York Rd Ste 335, Lutherville, MD 21093


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