SEIA Names New Director of Estate and Tax Planning
April Rosenberry will be responsible for elevating the client experience and expanding support resources for advisors.
Signature Estate and Investment Advisors announced earlier this month the appointment of April Rosenberry as its new director of estate, tax and financial planning.
Rosenberry will be responsible for elevating the client experience and expanding the resources SEIA advisors have to offer, according to the firm’s announcement.
Rosenberry comes to SEIA from EP Wealth Advisors, where she led the firm’s estate planning efforts, at a time when demand for estate and legacy services is growing across the client spectrum — especially in the key high-net-worth segment.
In the announcement, Rosenberry says she is “excited to join SEIA,” citing what she calls the firm’s “strong reputation for outstanding service and an entrepreneurial mindset.”
In the role, Rosenberry’s primary responsibility will be overseeing and elevating wealth planning capabilities at SEIA. She will manage and be accountable for effectively providing client-centered services, the firm says. Her team will consult with clients regarding their lifetime, trust and estate transfers with an emphasis on tax-efficient strategies.
“We’re delighted to welcome April into the SEIA family,” says Brian Holmes, president and CEO. “Estate, tax and financial planning have always been a part of what we offer and we will not rest on our laurels. Client expectations change and we must also change to continue to deliver the outstanding service, advice and care they’ve come to expect.”
Pictured: April Rosenberry