Our expertise is your biggest asset

Jill Carr Jill R. Carr, CPA, CFP®
Financial Advisor, RJFS


Jill is passionate about being a financial advisor, having worked in the financial sector her entire career. She strives to continually find new ways to exceed client’s expectations through her depth of knowledge in taxes, estate planning, and personal finance. Supporting 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, tracks client performance and serves as a key member of our Investment Committee. In addition, Jill writes a weekly blog aimed at new investors called, Jill’s Journal. Blog posts are published every other Thursday to our website - www.stephenswmg.com/jills-journal.htm. Jill is committed to bringing financial literacy to those who need it most.

Jill has more than 17 years of accounting and finance industry experience. Prior to joining SWMG, she was a Tax Manager for Plante & Moran, and served as a Revenue Agent at the Internal Revenue Service in the Large Business & International Division. She specialized in working with High Net Worth portfolios in the trust and estate tax areas. Finally, she worked early in her career at SWMG as a Registered Sales Assistant.

Jill earned and maintains her Michigan CPA license, and is a member of the American Institute of Certified Public Accountants. She also earned the CFP® designation, and is member of the Financial Planning Association. Finally, In addition, she holds her Series 7 and 66 licenses, as well as the title of Investment Management Consultant through Raymond James’ Institute of Investment Management Consulting.

She earned a bachelor’s degree in Accounting from the University of Michigan-Flint, and bachelor’s degree in Scientific and Technical Communications from Michigan Technological University.

Originally from Frankenmuth, Michigan she now lives in Flint with her husband, Chris; son, Sam; and daughter, Julia. In her free time, she enjoys spending time with her family, friends, and watching HBO Original Series.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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