Industry Recognition

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

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...
Sherri Stephens of Stephens Wealth Management Group

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

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...
Sherri Stephens of Stephens Wealth Management Group

2022 Best-In-State Wealth Advisors

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

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...
Sherri Stephens of Stephens Wealth Management Group

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...
Barron's top financial advisor award graphic

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 of Stephens Wealth Management Group

2021 Best-in-State Wealth Advisors

– 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...
Forbes top women advisor graphic

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...
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