Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

When planning for the future you desire,
leave nothing to chance.

Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.

family of four walking on the beach smiling and laughing

When planning for the future you desire, leave nothing to chance.

Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.

Stephens Wealth Management Group logo swish

Where are you in your financial journey?

As collaborative partners to you, our financial advisors provide tailored guidance and a highly personalized standard of care to individuals, families, and businesses in all stages of life.

“Wealth is the ability to fully experience life.”

Henry David Thoreau

Our Services

For everything from Investment Management and Tax Planning to Philanthropy, Estate/Legacy Planning, and Protection Needs, our goal is to personalize our service to you.

Stephens Wealth Management Group logo swish

Meet Our Financial Advisors

When you choose to partner with Stephens Wealth Management Group, you are giving yourself the gift of a close relationship with a personal financial advisor, backed by the vast, diverse talents and skills of our entire team.

Sheryl Stephens President, SWMG

Sheryl Stephens

President, SWMG

Sherri began her career more than forty years ago as an intern at the practice and became president in 1994. Since that time, she has developed a trusted team, quadrupled the size of the practice, and become nationally recognized as a leading woman in her profession.
Read Sheryl Stephens' full bio...

Jason Guenther, CERTIFIED FINANCIAL PLANNER™ HEADSHOT

Jason Guenther, CFP®

Jason is a financial advisor and registered investment adviser representative with Raymond James Financial Services, Inc. and Chief Investment Officer of SWMG. He oversees our investment management department and leads our investment committee.
Read Jason Guenther's full bio...

Jill Carr CPA, CERTIFIED FINANCIAL PLANNER™

Jill Carr, CPA, CFP®

Jill is passionate about being a financial advisor and strives to continually find new ways to exceed clients' expectations through her depth of knowledge in taxes, estate planning, and personal finance. She also writes a weekly blog, Jill’s Journal, aimed at newer investors.
Read Jill Carr's full bio...

Tyler Stephens, Financial Advisor

Tyler Stephens

Financial Advisor

Tyler is a Financial Advisor with nearly ten years of experience in the industry, driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years. He is currently working towards his Certified Financial Planner™ certificate.
Read Tyler Stephens' full bio...

Victoria 'Tori' Boswell, CIMA®

Victoria 'Tori' Boswell, CIMA®

With more than 20 years in the financial services industry and nearly ten years as a Financial Advisor, Tori serves as an important part of the Stephens Wealth Management Team. She runs the Tampa, FL satellite office and works with clients across the United States.
Read Tori Boswell's full bio...

Stephens Wealth Management Group logo swish

Latest Updates

Jill Carr CPA, CERTIFIED FINANCIAL PLANNER™
Jill's Journal

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

Our Practice Has Been Featured In

Stephens Wealth Management Group logo swish

Ready to start the conversation?

We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.

Two happy mature business men shaking hands in modern office. Successful african american businessman in formal clothing closing deal with handshake. Multiethnic businessmen shaking hands during a meeting.

Ready to start the conversation?

We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.

Serving The Greater Flint Area ... and Beyond

We are proud to serve SE Michigan communities including the greater Flint area. We also have clients all around the country.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.