MaryAnn joined Stephens Wealth Management Group in 2020. She is a Senior Client Services Associate and 401(k) Project Manager. MaryAnn has been in the industry for five years, including time spent as a Corporate Accounts Director at Quintus Investment Counsel in Pasadena, CA. Previously, MaryAnn served as the Art Director for a promotional marketing company and worked for an Experiential Architect, creating signage, layouts, and interior designs for large scale clients. Her work can be seen in various casinos in and around Las Vegas.
Service & Leadership
MaryAnn's passion has always been for helping people, and she participates in various forms of community development. Most recently, she served as a board member and President of The Alliance at Five Acres, a committee formed to advocate and share enriching life skills and experiences to kids in the foster care system in Southern California.
Uniform Combined State Law Security License
Accredited Asset Management Specialist designation, College of Financial Planning. Resident Insurance Producer
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).
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.
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