Our expertise is your biggest asset

Jill Carr Jill R. Carr, CPA
Financial Advisor, RJFS
jill.carr@stephenswmg.com

Jill supports our team as an investment analyst. She assists our financial advisors with research, reporting, and tracking performance. She is focused on enhancing and building out our technology capabilities. In addition, she also serves as a member of our investment committee.

Jill brings over 14 years of accounting and finance industry experience with her. Prior to joining Stephens Wealth Management Group, she worked for the Internal Revenue Service as a Revenue Agent in the Large Business & International Division, and as a tax manager for Plante & Moran, specializing in High Net Worth individuals and their trust and estate tax needs. Jill previously worked for SWMG as a registered sales assistant from 2002-2004. She has earned and maintains her Michigan CPA license. Jill earned a bachelor's degree in accounting from the University of Michigan-Flint, and a bachelor's degree in Scientific and Technical Communication from Michigan Technological University.

Jill is originally from Frankenmuth, MI but now lives in Flint with her husband, Chris; son, Sam; and daughter, Julia. In her free time, she enjoys spending time with her family and friends.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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