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 …
Wealth advisor
Staff Spotlight – Jessie Schlanderer
This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a key member of our investment team. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? I am both an Investment Analyst and Wealth Advisor here …
Jill Carr CPA, CFP®, CEPA®, Director of Financial Planning, Senior Wealth Advisor
We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition …
Jill Carr CPA, CFP®, CEPA®, Director of Financial Planning, Senior Wealth AdvisorRead More
Staff Spotlight – Jason Guenther
What do you like most about being a wealth advisor? I love having the ability to make a positive impact on clients’ lives and helping them achieve their financial goals. One of the most fulfilling aspects of my job is building lasting client relationships and playing an integral role in helping them achieve major financial …
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, Recognized on Forbes 2022 Best-in-State Wealth Advisors List for the Fifth Consecutive Year Sherri Stephens, President of Stephens Wealth Management Group, has been honored once again by Forbes, earning a place on the prestigious 2022 Forbes Best-in-State Wealth Advisors list. This marks the fifth consecutive year that …
2022 Top Women Wealth Advisors
Sherri Stephens Named to Forbes 2022 List of America’s Top Women Wealth Advisors Sherri Stephens, President of Stephens Wealth Management Group, has been honored with inclusion on the prestigious 2022 Forbes list of America’s Top Women Wealth Advisors. This recognition highlights her continued excellence and leadership in the wealth management industry, as she joins a …
Your Financial Review Meeting
Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
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, …
Barron’s – Top 1,200 Financial Advisors
Sherri Stephens, President and CEO of Stephens Wealth Management Group, was named to Barron’s list of “America’s Top 1,200 Financial Advisors” for a fifth consecutive year. The prestigious 2021 list was published March 14 and draws from all 50 states, plus the District of Columbia. Barron’s, a financial outlet published by Dow Jones & Co., …