Financial Advisor in Flint, MI
Personal Bio
Jill is a passionate financial advisor, continually striving to find new ways to exceed her clients' expectations with her depth of knowledge in taxes, estate planning, and personal finance. Empowering her clients to increase their own financial literacy and understanding of wealth management is fundamental to Jill’s consulting approach. At SWMG, Jill also implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a bi-monthly blog, Jill’s Journal, aimed at newer investors.
Firm Name
Stephens Wealth Management Group
Firm Bio
Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.
Advisor Type
RIA - Jill Carr
Firm License #
6694
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4499805
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
