April Wilson, CFP*

April Wilson, CFP*

Vice President / Financial Advisor

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Phone: (425) 641-8788 ext 271
Fax: (425) 641-8778
E-mail:


Personal

April Wilson has been in the financial services industry since 1994, and during that time she has had the opportunity to work in two northwest financial advisory practices.  In 2006 she started her own financial advisory practice in Bellevue and is a Certified Financial Planner™ professional aligned with Pacific Capital Resource Group, Inc. 

Pacific Capital is a relationship-driven financial services firm recognized by their individual and corporate clients for advice, implementation and a diversity of services.  Dedicated to the highest standards, Pacific Capital provides comprehensive financial and insurance services helping their client’s obtain security and independence, while focusing on building long-term relationships.

April was born and raised in Bellevue, Washington and currently resides in Bothell with her husband Jason, their daughter Zoe and their son Jack.  When April isn’t working she enjoys snow skiing, golfing, boating and biking.

Areas of Focus

April and her team specialize in providing financial planning and consulting services to individuals and businesses, helping with retirement planning, college funding, insurance, investments, employee benefits, business transition, professional money management, asset allocation and estate planning.

April meets with clients to review their finances and discuss both their short and long term goals. She will analyze a client’s financial situation and determine which strategies will work best to meet their objectives. After tailoring a specific plan to meet these needs and goals, April will meet with the client on a regular basis to stay updated on their portfolio, their financial stability and if there are new goals the client needs to meet.

Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. 

Certifications and Awards

April earned her Certified Financial Planner™ professional designation in 2005.  April also passed the FINRA exams 7, 66, and 24 in addition to having her Washington State Life, Disability and Long Term Care Licenses.  She is an Investment Adviser Representative of Hornor, Townsend and Kent, Inc. In 2008, 2009, 2010 & 2011, April was named as a Five Star Professional® by Seattle Magazine*.

*The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation.  The award is not indicative of the wealth manager's future performance.