Little Rock, AR Office

Team
Updated today

Client AUM

$11,021,032,649

Clients

4,329

Advisors

3

Of 82 advisors across 26 offices

Location

111 Center Street Suite 1600

Little Rock AR 72201

Advisors at this office

3

Advisors at this office

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Tara G

Series 65

Little Rock, AR

Forvis Mazars Wealth Advisors, LLC

Tara Grogan is a financial advisor at Forvis Mazars Wealth Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at BKD Wealth Advisors from 2011 to 2022 before joining Forvis Mazars Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with a national accounting and professional services parent.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Amy W

Series 66, Series 65

Little Rock, AR

Forvis Mazars Wealth Advisors, LLC

Amy Wren is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars Wealth Advisors, she worked at Bank OZK for eight years. Outside of her advisory role, she serves as a limited partner responsible for client billing and bookkeeping at her husband’s law firm. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and is affiliated with a national accounting and professional services firm.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Paige W

Series 66

Little Rock, AR

Forvis Mazars Wealth Advisors, LLC

Paige Williams is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at BKD Wealth Advisors and FORVIS Wealth Advisors. Williams is based in Little Rock, AR. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets and coordinating wealth management with tax and accounting services through its parent company.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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