Meet the team
Annie McCauley
CFP®
Executive Vice President, Chief Client Experience Officer
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About Annie
I joined Sequoia in 2002 and draw upon my years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. I employ an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients.
As Executive Vice President and Chief Client Experience Officer, I seek to continually expand and evolve the ways in which we are able to provide our clients with clarity, confidence and control over their financial future.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER (CFP®)
Acquired the Series 7 and 63 registrations (inactive)
University of Michigan, B.B.A. with concentrations in finance and accounting, high honors
G2 Leadership Institute
Up Close
- Enjoys spending time with friends and family, cooking and raising her two young children
- Lives with her husband and two sons in Uniontown, Ohio
- Joined Sequoia in 2002
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Annie McCauley,CFP®
Executive Vice President, Chief Client Experience Officer
Stubbornly High Inflation Weighs on Stocks and Bonds