Accolades

We have been recognized by our industry peers for the work we do on behalf of the clients we serve.

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...
Sherri Stephens of Stephens Wealth Management Group

2022 Best-In-State Wealth Advisors, by Forbes

Sherri Stephens, President of Stephens Wealth Management Group, has been named to the 2022 Forbes Best-in-State Wealth Advisors list for the fourth year in a row.  Forbes recognizes advisors from...
Sherri Stephens of Stephens Wealth Management Group

2022 TOP WOMEN WEALTH ADVISORS, BY FORBES

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...

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...

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...

Sherri Stephens Named to Forbes List of Best-in-State Wealth Advisors Fourth Year in a Row

– Sherri Stephens, President of Stephens Wealth Management Group located at 5206 Gateway Centre, Suite 300 Flint, MI, was among the Raymond James-affiliated advisors named to the Forbes list of...

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...

Top Financial Advisors

Sherri Stephens, President and CEO of Stephens Wealth Management Group was named to the prestigious 2020 list was published March 14 and draws from all 50 states, plus the District of Columbia...

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...
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