Ashley Bayer

Ashley Bayer

Associate Director, Wealth Advisor at Sequoia Financial Group
Cleveland, Ohio, United States

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Work Experience

Sequoia Financial Group

Associate Director, Wealth Advisor

2024-01-01 - Present

Independent Financial Planning Firm

Financial Planning Paraplanner

2021-01-01 - 2022-08-01

Independent Financial Planning firm

Financial Planning Intern

2019-06-01 - 2019-08-01

Cracker Barrel

Food Server

2018-05-01 - 2019-08-01

United Way

IRS Certified Volunteer Tax Preparer

2019-02-01 - 2019-04-01

Skills

financial planning asset management estate & insurance planning family office services trustee support services retirement planning

Languages

English