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.
Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCStephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
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