UM Flint Honors Sherri Stephens Our team, along with Sherri’s family, had the opportunity to attend the UM-Flint’s School of Management Honors night for graduating students. At the event, Sherri was presented with the 2025 Outstanding Alumni award*. Learn more about Sherri’s professional journey in the article provided by the university: Learn More: Safeguard …
Sherri Stephens
UM-Flint Honors Sherri Stephens
UM-Flint’s School of Management names Sherri Stephens as 2025 Outstanding Alumni Award recipient Sherri Stephens’ journey began in Flint, as the eldest of six children raised by two devoted educators. Her parents were her first mentors, instilling in her the values of education, integrity and service to others. Those values would guide her through a …
2025 Best-In-State Wealth Advisors
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 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 …
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 …
Sherri Stephens – Awarded Forbes 2020 Top Women Wealth AdvisorsRead 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 …