Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
Advisor
Barron’s – Top 1,200 Financial Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group, was named to Barron’s list of “America’s Top 1,200 Financial Advisors” for a fifth consecutive year. 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., …