April Zee
April Zee
Associate Director, Wealth Planning
Azee@dadco.com
(213) 244-9371
April is the Associate Director of Wealth Planning for D.A. Davidson. By creating personally tailored, holistic and objective plans, April helps our clients understand their options which simplifies the decision-making process. Prior to her career at Davidson, she was a Wealth Planner at MUFG Union Bank and Wells Fargo.
April wasn’t always a financial planner, she spent many years as a psychotherapist helping children and their families. She holds a bachelor’s degree in psychology from the University of California—San Diego, a master’s degree in psychology from Pepperdine University and has completed her course work for her doctorate in psychology from Ryokan College. Outside of work, April enjoys playing beach volleyball and spending time with her husband and son.