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 management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.*
*Source: Barron’s “Top 1,200 Financial Advisors,” March 2020. Barron’s is a registered trademark of Dow Jones & Company,
L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their f irms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic w ork. Investment performance is not an explicit component because not all advisors have audited results and because performance f igures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this aw ard/rating. Barron’s is not affiliated with Raymond James.
About Raymond James Financial
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified f inancial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $895 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. [Firm Name] is not a registered broker/dealer and is independent of Raymond James Financial Services.