Craig Ferree established Sequoia Wealth Management as an independent, client-focused practice based in Palm Springs, California.
With a successful career spanning 32 years, Craig returned to private wealth management as an Investment Adviser Representative (“IAR”), having completed the Uniform Investment Adviser Law Exam in June of 2013.
His company, Sequoia Wealth Management, is a state-registered Investment Advisory firm, providing investment advisory services in the State of California.
Since 1982, Craig has applied his knowledge and experience to effective wealth management and asset protection strategies.
His work history includes the venerable brokerage house Moseley, Hallgarten, Estabrook & Weeden, Inc. of Philadelphia, Pennsylvania and later, Mellon Bank, N.A.. After serving for several years in Trust & Estate Administration, Craig joined Mellon Bank’s Private Wealth Management division, where he developed his specialization in portfolio risk management.
Craig’s practical experience extends into his commercial success as a real estate developer on Miami Beach, Florida, as well as entrepreneurial startup activities within the Health & Wellness industry. Unlike most wealth advisers, he personally knows and understands the challenges faced by the small business owner.
Craig can be reached directly through his office at 760-282-8015 or by email at firstname.lastname@example.org.
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