Please join us in congratulating April Pearson on her promotion to Wealth Planning Associate.
April and I had the pleasure of working together for over a decade at UBS. When Diane and I transitioned our practice to Janney Montgomery Scott, April joined us as our Client Service Associate—a role in which she has excelled and earned the trust and appreciation of our clients.
As our practice continues to grow, it became clear that we needed additional support in the financial planning side of our work. While we considered external candidates, it quickly became apparent that the ideal person was already on our team. Promoting April into this new role was a natural next step.
Our ongoing success is driven not only by strong investment management, but also by our deep commitment to comprehensive financial and estate planning. This move further strengthens that mission.
More exciting developments are on the horizon. If you’re looking to partner with a team that puts clients first and plans with purpose—we welcome the opportunity to speak with you.
