Stephen Griner
- Managing Director, Founding Partner
- Jackson, MS
- sgriner@magcapadvisors.com
- (601) 362-4737
Biography
Stephen has been serving the financial needs of individual and institutional investors, retirees, and business owners since beginning his career as a financial advisor 2001. As a CFA charter holder, Stephen’s specialty at MAG CAP lies in discretionary asset management for individuals and institutions. He also provides a range of other products and services for clients including business retirement plans, individual retirement planning, 401(k) rollovers, estate planning, and digital assets through MAG CAP. Prior to co-founding MAG CAP in 2018, he’d previously worked for Morgan Stanley, Merrill Lynch and Raymond James.
Stephen is a native of Columbia, Mississippi, and graduated with honors from the University of Mississippi with a Bachelor of Accountancy and an MBA with a concentration in finance. Stephen is married with two children (and their chocolate labradoodle). They reside in Madison and are members of Grace Chapel Presbyterian Church.
Education
- Master of Business Administration, University of Mississippi (2000)
- Bachelor of Accountancy, University of Mississippi (1999)
Designations
- CERTIFIED FINANCIAL PLANNER™, CFP®
- Chartered Financial Analyst, CFA®
- Chartered Retirement Plans Specialist, CRPS®
- Certified Investment Management Analyst™, CIMA®
- Accredited Investment Fiduciary, AIF®
Affiliations
- Mississippi CFA® Society, Board of Directors
- Mississippi Capital Area Habitat for Humanity, Executive Committee
- Grace Chapel Presbyterian Church, Former Elder
- Grayscale Advisor Council
Honors & Awards
- Financial Times Top 401 Retirement Plan Advisors
- Mississippi Business Journal Top 40 under 40
- Raymond James Retirement Plan Advisory Council
- Financial Advisor IQ Leadership Council