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 …
financial advisor
2022 TOP WOMEN WEALTH ADVISORS, BY FORBES
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 …
Preparing for Your Financial Review Meeting
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 …
DIY Investing
I heard a great analogy the other day. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get oil dripped on your face, like what happened to my husband the first time …
The F Words of Finance
There are a lot of F words, especially in the world of finance. Fiduciary, Finance, Financial Advisor, etc. But none of those are my favorite F word. My favorite is “Female Financial Planner”. Ha, you thought I was going to pick a different F word, didn’t you? I also like “french fries.” It can be …
2021 Top Women Wealth Advisors by Forbes
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 …