April Rosenberry has rejoined EP Wealth Advisors, a growing fee-only RIA, in a new role — managing director, advanced planning. She will focus on enhancing the firm's ultra-high-net-worth, tax and estate offerings.
A tax attorney with significant estate experience, Rosenberry was EP's estate planning director from 2021 to 2023, before spending a year leading estate, tax and financial planning at Signature Estate and Investment Advisors.
Her background also includes two years as vice president, estate advisory specialist, at Wells Fargo Private Bank.
Based in San Diego, she reports to Erin Voisin, managing director, wealth management services, at the firm, which has more than $31 billion in assets.
“The client is at the center of everything we do,” said EP Wealth COO Jorge Bernal. “April not only shares that commitment, she brings valuable experience and skills to our wealth management team that I know will contribute to our clients and team. ”
For Rosenberry, “EP Wealth has always been home,” she said. “Returning to the firm at such an exciting time to work again with Erin, Jorge, Ryan Parker (EP Wealth's CEO), and our dedicated advisors in service of our clients is a dream come true.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.