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 …
Stephens Wealth Management Group
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 …
Staff Spotlight – Tyler Stephens
This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
Staff Spotlight – Bernadette Rainear
This month’s spotlight is on Bernadette Rainear. Bernadette is a Senior Client Relationship Associate & 401(k) Program Manager. Can you explain what you do at the firm? What do you do in each key role (401(k) and Client Service) and what about it do you enjoy most? I have two primary areas of responsibility at …
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 …