April Gay is an accomplished professional with a rich history of financial expertise and client-centric service. As the Vice President and Relationship Manager for the Merlin Wealth Management (MWM) team at Rockefeller Capital Management, April stands as a true advocate for the needs of ultra-high net worth families.
Before her tenure at Rockefeller, April’s career journey included significant milestones that showcased her commitment to excellence. As a Senior Financial Representative within the Stock Plan group at E*TRADE Financial, she displayed a strong acumen for managing client relationships and client education of financial assets. Prior to that, April spent six years at Bank of America, where she exhibited exceptional leadership as she coached various teams responsible for delivering top-tier banking customer service, sales, and managed the operations of banking centers to the highest standards.
April’s operational background serves as a foundation upon which she builds customized solutions for the unique needs of ultra-high net worth families. Her approach is marked by methodical precision, always placing the client at the heart of her strategies. April’s involvement in Rockefeller Capital Management’s Field Leadership Council underscores her dedication to ensuring an unparalleled client experience, driving her to continuously seek improvements and enhancements that align with clients’ interests.
A native of the South, hailing from Georgia and Alabama, April’s educational background is equally diverse. She earned her bachelor’s degree in history and a certificate in Ethical Leadership from Kennesaw State University. April holds the Series 7 and 66 licenses.
April is a fervent animal lover, cherishing moments spent with her 3-year-old Jack Russell, Luna. April’s interests include reading, international travel and history, and the exploration of the culinary arts as an at-home chef and baker.