MaryAnn White, CPFA®,AAMS®

Senior Client Relationship Associate
401(k) Program Manager
MaryAnn.White@stephenswmg.com

MaryAnn joined Stephens Wealth Management Group in 2020. She is a Senior Client Relationship 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.

MaryAnn's Money Story

“Financial independence and stability have always been important to me. During my teenage years, the company my father worked for shut down and moved overseas. For a time, my family struggled, but through his work ethic, determination, and perseverance, he was able to successfully transition to another career. Seeing the journey and the sacrifices my family made, even in hard times, showed me the importance of saving, the value of adaptability, and the benefit of preparing for the unexpected. The day I turned fifteen, I got my first job and began putting the principles my family instilled into practice. We have all been through major life transitions, it is how we respond that can often define our futures. That’s why empowering others and helping clients make well-informed financial decisions are the defining reasons I am in this industry.”

MaryAnn White

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.

Education

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).

"Leave Nothing To Chance."

Michigan

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

Florida

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