Photo by Daniel Warn: April Connell is the only female Edward Jones advisor on the hill in Queen Anne.
Photo by Daniel Warn: April Connell is the only female Edward Jones advisor on the hill in Queen Anne.

April Connell is the only female Edward Jones advisor on the hill in Queen Anne.

“I feel like a lot of industries are trying to make a push to expand and have more females present,” Connell said. “There is still a long way to go, but I will say that Edward Jones is making good strides in deepening their female presence.”

She said that she doesn’t feel like her gender gives her a specific edge on the competition, but that as a woman, she says she cares and feels that caring for others is ingrained in her.

“Sometimes someone might feel more comfortable confiding in me,” she said. “Maybe I might be a better listener than others, who knows? There’s not necessarily an edge, but maybe a softness.”

When she started her professional life, she said had no plans to become a financial advisor, or a wealth manager. She actually started working at her dad’s mortgage shop over in Bellevue when she was 17.

Her first job in finance was as a loan officer’s assistant for Guild Mortgage. Then she moved to Sterling Bank, which became Umpqua.

Finally, she was approached with an opportunity with Edward Jones, to help a another advisor retire.

She likes how there are so many ways you can come at wealth management, she said.

While the main thing people think about with wealth management is retirement, she likes to take it a step further and look at her business from the viewpoint of protecting her clients’ legacy, while also affording them to enjoy the savings that they have accrued.

“I like to help clients get more juice for the squeeze,” Connell said. “If I can find something that gets them a little bit more, then I really enjoy that too.”

She said she is really good at processes, holding hands with clients and building relationships.

“From a relationship perspective, when you become someone’s advisor you really have learned so much about them,” she said. “Stuff that they don’t even tell anybody else in their family almost. Sometimes they don’t even tell their children. That’s a really deep relationship to protect and honor.”

As a fiduciary, she said she is held to a higher standard. She has do what is right for her clients.

She has to ask clients so much sensitive information about themselves, but to be successful, they have to be willing to give her that type of information.

“It’s kind of a circle of trust,” she said. We have privacy practices here. Everything is secured. Everything is shredded. Most things are digital now, but we do protect our clients’ privacy.”

She asks her clients what they want from life, she said, and she ties that information into her dealings with their financial situation.

“Basically it’s like putting a puzzle together for every single client,” Connell said. “You have to give me everything and then we can put it together.”

Since her move to Edward Jones, she has found the organization to be very supportive, with mentors willing to travel just to help out.

Connell said she wants everybody to have a good feeling from the moment they walk through the door to her office at 319 W. Galer St. in Queen Anne.

“No matter who you meet, it is all about how you make that person feel,” she said. “That’s it. You need to make them feel good. If you make them feel bad, it’s never going to go anywhere. So always leave a good impression.

With the right work ethic, people can do anything they set their minds to, she said, but people have to put themselves out here.

“Constantly be uncomfortable, she said. “Always try to expand. Always try to put yourself in uncomfortable positions. If you hate public speaking, do it every single day until you don’t hate it anymore. The things that you hate, or the things you are afraid of — your Achilles heel — do it until you are not [afraid], until you are really good at it, until people see you as the expert in that thing. Obsess about it.”

Connell wants her business to be incredibly efficient and wants to be able to inspire other people with it, she said, because she got to where she is in life through hard work and dedication.

“The number one thing is I never took ’no’ for an answer,” Connell said. “If I had a feeling that I could get something done, I got it done. You have to make things happen. You can’t just take a ‘no’ if you want to be successful. You need to push through, especially if you know it’s the right thing.”

Connell can be reached by phone at 206-282-0214.