Diane and I had the pleasure of working together with April for over a decade at UBS. When we 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.
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April helps us maintain the high level of service we provide to our clients and plays a key role in working with our team to prepare reports, process documents, and handle key administrative duties.
After moving to Florida from Minnesota, April joined UBS Financial Services in 2006. During her ten years at UBS she became indispensable. She handled branch front office operations, administrative duties, and acted as the branch technical liaison while assisting with other areas of the team’s business. In 2016 she transitioned with us to Janney Montgomery Scott LLC to focus more exclusively on the service we provide to our clients and supporting the team. She continues to use her technology skills to assist clients and the team with Janney’s Online Access and other digital platforms.
During this time April earned her Bachelor's Degree from Florida Atlantic University and her Series 7 securities license. She currently lives in Port St. Lucie with her husband and their son. She enjoys running, baking, playing games with family and friends, and spending time in Orlando’s theme parks.
