Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the SWMG Team on being named as 2023 Top Women Wealth Advisors Best-in-State by Forbes for the fifth consecutive year. Forbes recognizes advisors from national, regional, and independent firms. Stephens said, ”It is always an honor to be recognized for the …
Best In State
2022 Best-In-State Wealth Advisors, by Forbes
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 Named to Forbes List of Best-in-State Wealth Advisors Fourth Year in a Row
[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
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 …