Our Team

April M. Harper
Registered Client Service Associate

With more than 10 years of client service experience, April helps ensure that our clients' administrative, trading and operational needs are handled accurately and efficiently. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, answering questions regarding statements and handling asset movement requests. By utilizing her bachelor's degree in Business Administration, as well as, Series 7 and 63 licenses, April adeptly works to resolve even the most complicated issues.

Away from the office, April enjoys spending time with her family, friends and pets. Some of her hobbies include cooking, exercising and entertaining.