Sherri Stephens Named to Forbes 2022 List of America’s Top Women Wealth Advisors
Sherri Stephens, President of Stephens Wealth Management Group, has been honored with inclusion on the prestigious 2022 Forbes list of America’s Top Women Wealth Advisors. This recognition highlights her continued excellence and leadership in the wealth management industry, as she joins a select group of female advisors who are driving success for their clients and making a significant impact in the financial services field.
Released on February 4, 2022, the Forbes Top Women Wealth Advisors list honors women advisors from a broad spectrum of national, regional, and independent firms. These professionals are celebrated for their expertise in managing complex financial portfolios and for their unwavering commitment to delivering personalized financial guidance and strategies. Advisors on this list have demonstrated not only outstanding performance but also a deep dedication to building long-term client relationships and fostering financial security across generations.
Sherri’s inclusion on this list further underscores her role as a trusted advisor, providing thoughtful and comprehensive wealth management solutions tailored to the unique goals of each client. With decades of experience in financial planning and investment management, Sherri has consistently delivered outstanding results, helping clients navigate the complexities of today’s markets and preparing them for long-term success.
The Forbes Top Women Wealth Advisors list is compiled through rigorous methodology that evaluates thousands of advisors across key metrics such as assets under management, revenue generated for their firms, compliance records, and the quality of their client relationships. This year’s honorees represent a collective asset management of billions, reflecting their significant influence and leadership within the industry.
Sherri’s dedication to her clients, her innovative approach to wealth management, and her passion for empowering others to achieve financial independence have all contributed to this notable achievement. As a leader in the field, she continues to set the standard for excellence in wealth management and financial advisory services.
For the full list of Forbes 2022 America’s Top Women Wealth Advisors, please visit the link below.
The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors’ location and 1,203 were Advisor web-based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Stephens Consulting, LLC is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-women-advisors for more information.
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