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Within the position, Rosenberry’s major duty will likely be overseeing and elevating wealth planning capabilities at SEIA. She is going to handle and be accountable for successfully offering client-centered providers, the agency says. Her crew will seek the advice of with purchasers concerning their lifetime, belief and property transfers with an emphasis on tax-efficient methods.
“We’re delighted to welcome April into the SEIA household,” says Brian Holmes, president and CEO. “Property, tax and monetary planning have at all times been part of what we provide and we is not going to relaxation on our laurels. Consumer expectations change and we should additionally change to proceed to ship the excellent service, recommendation and care they’ve come to count on.”
Pictured: April Rosenberry
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