Jill Stephenson, Financial Paraplanner Qualified Professional

Jill Stephenson, Financial Paraplanner Qualified Professional

Director of Operations

Jill has worked in the financial services industry since 1984.  She enjoys getting to know our clients, on both a professional and a personal level. She holds a B.S. degree in Accounting and numerous securities registrations. Her education combined with her work experience make Jill an invaluable asset to our team. She has served as her employer's charitable liaison helping to raise funds for the National Children's Advocacy Center, March of Dimes, Alzheimer's Association and United Cerebral Palsy. Jill is married to Robbie Stephenson and they have two children, Brittany and Blake, and twin grandbabies, Carter and Rachel.

Phone 256-704-9400
Fax 256-704-9444