Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Alice Marie Wagener

Client Relationship Associate

Alice joined Stephens Wealth Management Group in 2010. She is a Client Relationship Associate, working with clients in Flint, MI, and across the United States. Alice has been in the industry for 22 years, including time at Robert W. Baird & Company and Morgan Stanley Wealth Management. Earlier in Alice’s career, she worked as a Medical Receptionist and Billing Specialist. She has always enjoyed working with people and developing close relationships with them.

Service & Leadership

  • Taught first grade Catechism at St. Pius X Church (2009-2016)
  • Volunteered at various organizations in the community to include: St. Pius X Church; The Greater Food Bank of Eastern Michigan; and North End Soup Kitchen of Flint.
  • Co-Organized 20 and 30-year Flushing High School class reunions

Alice's Money Story

“I grew up in a middle-class family where my dad served in Korea during the Vietnam War and then worked full-time at AC Spark Plug after that. My mom, a Registered Nurse, worked at Hurley Hospital before marriage and then again once my brother and I started school. I knew from a very young age that my parent’s hard work was to ensure a good upbringing and college education for both me and my brother. They taught us how to save money and spend wisely, when it was feasible. Fast forward a few years and now my husband and I are living those same values and helping to instill them in our daughter who is attending Oakland University in Auburn Hills, MI. She has saved several years of birthday and holiday money to use towards her college education and I’m super proud of that!  We continue to save to help her in the future and for our own retirement.”

Alice Marie Wagener


Associates of Business, Baker College, Flint, MI

Outside of the Office

In the summertime, Alice can be found traveling to northern Michigan with her husband and daughter to their cabin and taking long walks with their dog, Angel. She also enjoys watching HGTV, reading, and shopping. She resides with her family in Swartz Creek, MI, and her parents are close by in Flushing, MI where she graduated in the Class of 1989 with a great group of friends that she’s still close with today.

"Leave Nothing To Chance."


5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions


712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure