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 …
Forbes
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, has been named to the 2022 Forbes Best-in-State Wealth Advisors list for the fifth 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 …
2022 Top Women Wealth Advisors
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 …
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 …
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth Advisors
Sherri Stephens of Stephens Wealth Management Group was named to the Forbes list of America’s Top Women Advisors. The list, which recognizes female advisors from national, regional, and independent firms, was released on April 21, 2020. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone …
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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 …