Sequoia Financial Advisors
Financial Planning Towson
Description
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.
Sequoia Financial Advisors can be found at 901 Dulaney Valley Rd. Suite 300 . The following is offered: Financial Planning - In Towson there are 12 other Financial Planning. An overview can be found here.
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Financial PlanningMap 901 Dulaney Valley Rd. Suite 300
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