Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Jill Carr, CFP®, CPA

CERTIFIED FINANCIAL PLANNER™
Financial Advisor, RJFS
Jill.Carr@stephenswmg.com

Jill Is a Lifelong Learner, Mother to Two, Family-Oriented, Lover of Humor, and Believer In Empowering Gen X and Millennials

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.

Service & Leadership

Jill lives in the city of Flint. Years ago, her husband, a school teacher, wanted to move to Flint and though Jill grew up in the small town of Frankenmuth where they “never had anything to do” as a kid, she liked the idea of Flint because it was a city. Little did she and her husband know that they would encounter two hugely significant events shortly after moving there: 1) The financial crisis of 2008-09 that led to a major drop in real estate values and 2) the Flint Water Crisis. While most people would have perhaps fled the city while they had the chance, Jill and her husband chose to stay because they wanted to be a part of the solution. Flint has become their cherished home and they continue to take part in its revitalization and renaissance.

Jill is always looking for ways to give back to the Flint community. Currently, she serves as a finance committee member and on the board of directors for the YWCA of Flint and is also a board member of the Flint Women’s Forum. She is a member of the American Institute of CPAs and helps with the Parent-Teacher-Association at her children’s Flint school.

Jill Carr CPA, CERTIFIED FINANCIAL PLANNER™

Jill's Money Story

“On a personal level, as a little girl, I often read novels where the heroine had to marry for money, not love. I wanted a choice, so I vowed to earn my own income. Later, when my parents retired early, I saw them struggle to find a trustworthy financial advisor to help manage their money. It made me think that there should be more people out there willing to work with clients to help them better understand their finances. All that said, I did not set out to become a financial advisor. In fact, due to my many interests, I had a rather roundabout path that includes changing my college major, attending college two different times, and switching careers. I just did not know what I wanted to be when I grew up because there were so many good things to be.

I started working for Sherri Stephens as a Client Service Associate in the early 2000s while I was going to school for accounting. I learned a lot and loved it, but at the time I thought I wanted to be an accountant, so I left Stephens Wealth Management to work for a public accounting firm and later, the IRS. I have some fun stories to share from the IRS years. Let me say, it is so much easier to tell people where I work now. When I was at the public accounting firm, I worked on taxes for high-net-worth individuals and estates and trusts.

With this new knowledge in hand and knowing that I always enjoyed working with clients, I left the IRS to come work for Sherri again. I missed interacting with people, sharing knowledge, and the opportunity to make a difference in someone’s life. Client meetings bring me energy and fill me up with good feelings. I’m especially interested in helping younger clients build a solid financial future and working with older single women who may need a lot of help with their finances."

Jill Carr

Education and Designations

Bachelor of Scientific and Technical Communication, Michigan Technological University
Bachelor of Accounting, University of Michigan, Flint
Series 7 and 66 licenses
Certified Public Accountant, State of Michigan
CERTIFIED FINANCIAL PLANNER™ certification
Investment Management Consultant, Raymond James Institute of Investment Management Consulting

Outside of the Office

Jill has been married to her husband, Chris, for 15 years. They have two children, Sam and Julia, who keep them busy. Jill enjoys spending time with friends, reading, and watching too much TV. She will always want to talk about what your favorite show is, so do not hesitate to bring it up.

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.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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