[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 …
Accolades
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth Advisors
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 …
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Top Financial Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group was named to 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 …
Forbes 2020 Best-In-State Wealth Advisors
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 …