Flint, MI Financial Advisory Firm
Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the SWMG Team on being named to Forbes Top Best-in-State Women Wealth Advisors 2023 for the fifth year in a row. Forbes recognizes advisors from national, regional, and independent firms. Stephens said, ”It is always an honor to be recognized for …
2023 Top Women Wealth Advisors Best-in-State, By ForbesRead More
Sherri Stephens, President of Stephens Wealth Management Group, has been named to the 2022 Forbes Best-in-State Wealth Advisors list for the fourth year in a row. Forbes recognizes advisors from national, regional, and independent firms. The full list of Best-in-State Wealth Advisors, featuring more than 6,500 advisors managing a collective $10 trillion in assets, is …
Sherri Stephens was named to the 2022 Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on February 4, 2021. 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 …
Sherri Stephens was named to the 2021 Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on March 24, 2021. The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative …
The prestigious 2021 list was published March 14 and draws from all 50 states, plus the District of Columbia. Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic …
[Flint, MI] – Sherri Stephens, President of Stephens Wealth Management Group located at 5206 Gateway Centre, Suite 300 Flint, MI, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online February 11, 2021. The Forbes ranking …
Sherri Stephens Named to Forbes List of Best-in-State Wealth Advisors Fourth Year in a RowRead More
Sherri Stephens of Stephens Wealth Management Group was named to the Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on April 21, 2020. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone …
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth AdvisorsRead More
The prestigious 2020 list was published March 14 and draws from all 50 states, plus the District of Columbia. Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic …
Sherri Stephens was recently named to the prestigious 2020 Forbes list of Best-in-State Wealth Advisors. The list recognizes top financial advisors at banks, brokerages, custodians, insurance companies, clearing houses and more across the United States. Advisors nominated by their firms are then researched, interviewed and assigned a ranking within their respective states, by Forbes. Unlike …
