Industry Recognition

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

2024 Best-In-State Wealth Advisors

Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the entire SWMG team for being named to Forbes’ prestigious 2024 Top Wealth Advisors...

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...

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...

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...

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...

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...

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...

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...
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