MaryAnn White, CPFA®

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) 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.

MaryAnn White

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 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).

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