Professional ServicesFinancial Planner

Sequoia Financial Advisors

Address
901 Dulaney Valley Rd., Suite 300, Towson, Maryland, 21204
Phone
(410) 321-0860
Website
sequoiafinancialadvisors.com/
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About Sequoia Financial Advisors

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.

Business Hours

Sunday08:00am – 05:00pm
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
Saturday08:00am – 05:00pm