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 …
Top Women Wealth Advisor
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 …
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 …