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
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 …
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 …
Top Women Wealth Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group, was named to the 2021 Top Women Wealth Advisors by Forbes. The list, which recognizes America’s top 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, …
ESG OR SRI Investing?
Sometimes you hear the phrase, “put your money where your mouth is,” meaning, use your dollars towards things you really are passionate about. If this matters to you, then you might be interested in ESG or SRI investing. ESG stands for Environment, Social, and Governance. SRI stands for Sustainable, Responsible, and Impact. These terms usually …
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., …