Private Wealth Management

Jeanne McCulloch, CFP®

Senior Vice President

Direct: (336) 251-0413

Background

Ms. McCulloch joined Stephens in 2011 and currently serves as Senior Vice President in the Private Client Group. Prior to joining Stephens, she served 13 years as Financial Advisor at Citigroup Global Markets, Inc. and its successor Morgan Stanley Smith Barney. Ms. McCulloch holds a Bachelor Arts in History from Miton College and a Master of Arts in Liberal Studies from Wake Forest University. She also is a graduate of Stephens University at Wake Forest and earned the designation of Certified Financial Planner (CFP®) in 2007.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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