Jill Carr Wealth Advisor

Jill Carr Wealth Advisor The Funny Financial Advisor I serve as a Wealth Advisor at Stephens Wealth Management Group (SWMG).

I started my career as a Client Relationship Associate at SWMG, and then put my CPA to work at a few different organizations, including the IRS. I’ve been back with SWMG for more than 6 years and find purpose helping young professionals and those nearing or in retirement to develop and carryout a financial plan that supports their interests and goals. I have also developed a niche / passion for wo

rking with women in retirement. I help clients with their financial everything, from how to choose their 401(k) investments, to retirement and college planning, to saving and investing. I try not to use financial jargon and enjoy building strong relationships so that clients understand everything that's happening and feel like they have their financial life together. A strong believer in giving back, I feel it is important to volunteer my time. I am a member of the board of directors, as well as the Investment Committee Chair, for the YWCA of Greater Flint. I am also a board member of the Flint Women’s Forum, and a volunteer financial planner for cancer patients with the Family Reach program.

UPDATE: this has been POSTPONEDI'm speaking at this, come listen
05/07/2026

UPDATE: this has been POSTPONED

I'm speaking at this, come listen

The latest issue of Women2Women Michigan magazine is out, and I have an article on page 8.
05/05/2026

The latest issue of Women2Women Michigan magazine is out, and I have an article on page 8.

Dive into our extensive resources on the topic that interests you. It's like a masterclass to be explored at your own pace.

05/01/2026

I am thrilled to be one of the 100 women members...but there are other chapters that have HUNDREDS of women. Come join us and make an impact.

If nothing else--please follow this site below!

Also, the grant application closes May 8th, so if you are a nonprofit, get your grant apps in!

Rainy day supporting the YWCA yesterday. First we had the annual Circle of Women fundraiser and then we had a walk again...
04/30/2026

Rainy day supporting the YWCA yesterday. First we had the annual Circle of Women fundraiser and then we had a walk against domestic violence

Some of our team attended the Flint Women's Forum annual Celebration of Women on Tuesday. We heard from current Miss Mic...
04/23/2026

Some of our team attended the Flint Women's Forum annual Celebration of Women on Tuesday. We heard from current Miss Michigan, Hannah Palmer, who started a non-profit called The Sunflower Project, focused on mental health.

Great Flint Chamber meeting yesterday. Julie Bellamy was the speaker and she spoke about leadership and I represented ou...
04/09/2026

Great Flint Chamber meeting yesterday. Julie Bellamy was the speaker and she spoke about leadership and I represented our office to announce we are Beacon Pointe but also the artist formerly known as Stephens Wealth Management

In Lansing today for the Junior League Day at the Capitol! Learning how to be advocates for women
03/25/2026

In Lansing today for the Junior League Day at the Capitol! Learning how to be advocates for women

As women help shape the future of wealth across generations, prioritizing health becomes a vital part of holistic, long-...
03/12/2026

As women help shape the future of wealth across generations, prioritizing health becomes a vital part of holistic, long-term life and wealth stewardship. Join our Beacon Pointe Women’s Advisory Institute for a thoughtful conversation about health and wealth on March 19th:

In this virtual Beacon Pointe Women’s Advisory Institute event, Partner and Managing Director Vanessa Burnett, CFP®, will be joined by Functional...

Supporting my YWCA today and celebrating International Women’s Day
03/06/2026

Supporting my YWCA today and celebrating International Women’s Day

01/14/2026

Mark your calenders for the 2026 International Women's Day Luncheon! Once again we will be featuring four respected female community leaders (stay tuned). To reserve your spot visit www.YWCAFlint.org/ywcaevents

Address

5206 Gateway Centre Suite 300
Flint, MI
48507

Website

Alerts

Be the first to know and let us send you an email when Jill Carr Wealth Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category