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 …
Sheryl Stephens
2024 Best-In-State Wealth Advisors
Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the entire SWMG team 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 …
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 …