MaryAnn joined Stephens Wealth Management Group in 2020. She is a Senior Client Relationship Associate and 401(k) Program Manager. Originally from the picturesque Blue Ridge Mountains in North Carolina, MaryAnn moved to Los Angeles in 2010 as the Art Director for a promotional marketing company. She transitioned careers in 2017, bringing her strong creative drive and attention to detail to the financial field and recently obtained the NAPA CPFA® credential as a Certified Plan Fiduciary Advisor.
Service & Leadership
MaryAnn's passion has always been helping others and participating in various forms of community development. One of her most rewarding experiences was serving as President of The Alliance at Five Acres; a committee formed to advocate and share enriching life- skills/experiences with kids in the foster care system.
Education
Certificated Plan Fiduciary Advisor® – American Retirement Association
BS In Business Administration, concentration in Finance
Outside of the Office
In her spare time, MaryAnn enjoys traveling, fly fishing, and curating interesting and unique charcuterie boards. She is also an aficionado of fine wines and spirits. A lover of the arts, MaryAnn enjoys talking at length about design, layout, and composition.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).