SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning
We are thrilled to announce a new addition to our team, April Rosenberry, JD, LLM, who joins us as the Director of Estate, Tax, and Financial Planning. April’s wealth of experience and commitment to outstanding customer service aligns perfectly with SEIA’s values.
April is already leading her team in providing personal advice on lifetime, trust, and estate transfers, focusing on tax-efficient strategies. We look forward to April’s continued contributions to enhancing our client services.
Welcome to the SEIA family, April!
Read article here: https://citywire.com/ria/news/11-7bn-seia-adds-financial-planning-exec-from-ep-wealth/a2436725?re=117609&refea=2081864
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