We’re thrilled to announce that —Forbes’ 2025 Best-In-State Wealth Advisors list for the seventh consecutive year! This incredible achievement reflects Sherri’s steadfast leadership and the daily commitment of our team to deliver exceptional, personalized financial guidance. Being recognized by Forbes and SHOOK Research—among the most respected names in financial journalism and advisor evaluation—underscores SWMG’s consistent …
Forbes
Forbes 2025 Top Women Wealth Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group, has been named to the Forbes Best-In-State Top Women Wealth Advisors list, marking it her sixth consecutive year receiving this prestigious honor. This recognition underscores Sherri’s continued leadership in the wealth management profession and the firm’s commitment to client success. “Being recognized by Forbes is …
2024 Best-In-State Wealth Advisors
Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), for being named to Forbes’ prestigious 2024 Top Wealth Advisors Best-in-State list for the sixth consecutive year! This remarkable achievement is a testament to Sherri’s leadership and the dedication of the entire team at Stephens Wealth Management Group, who work tirelessly to …
2024 Top Women Wealth Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group, has been named to the 2024 Forbes Best-in-State Wealth Advisors list for the fifth year in a row. She is currently ranked #3 in the State of Michigan. The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets …
2023 Top Women Wealth Advisors
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 …
2023 Best-In-State Wealth Advisors
Sherri Stephens, President of Stephens Wealth Management Group, has been named to the 2023 Forbes Best-in-State Wealth Advisors list for the sixth 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 7,321 advisors managing a collective $11 trillion in assets, is …
2022 Best-In-State Wealth Advisors
Sherri Stephens, President of Stephens Wealth Management Group, Recognized on Forbes 2022 Best-in-State Wealth Advisors List for the Fifth Consecutive Year Sherri Stephens, President of Stephens Wealth Management Group, has been honored once again by Forbes, earning a place on the prestigious 2022 Forbes Best-in-State Wealth Advisors list. This marks the fifth consecutive year that …
2022 Top Women Wealth Advisors
Sherri Stephens Named to Forbes 2022 List of America’s Top Women Wealth Advisors Sherri Stephens, President of Stephens Wealth Management Group, has been honored with inclusion on the prestigious 2022 Forbes list of America’s Top Women Wealth Advisors. This recognition highlights her continued excellence and leadership in the wealth management industry, as she joins a …
2021 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, …
2021 Best-in-State Wealth Advisors
[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 …