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Jill CarrJill Carr, CPA, CFP®, CEPA®, CPFA®
Senior Wealth Advisor

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Jill is a Senior Wealth Advisor in the Beacon Pointe Flint, MI office. She specializes in empowering individuals and families through comprehensive financial planning, drawing on deep expertise in taxes, estate planning, and personal finance. Jill is passionate about helping clients build confidence in their financial lives, prioritizing education and thoughtful, client-centered guidance. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Jill led financial planning strategy, contributed to investment committee initiatives, and supported retirement plan services at SWMG. Jill holds a Bachelor of Scientific and Technical Communication from Michigan Technological University and a Bachelor of Accounting from the University of Michigan-Flint. She is a Certified Public Accountant (CPA) in the State of Michigan, a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Exit Planning Advisor (CEPA®), a Certified Plan Fiduciary Advisor® (CPFA®), and an Investment Management Consultant through the Raymond James Institute of Investment Management Consulting. Deeply rooted in the Flint community, Jill serves on several boards of non-profits in the area. She is also a member of the Flint Women’s Forum and the Junior League of Flint. Outside of the office, she enjoys spending time with her family and friends, reading, and staying up to date on the latest TV shows.

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