Kari Harber is a Registered Client Service Associate with 20 years of experience in the wealth management and financial planning industry. Her focus has always been on providing an unparalleled client experience. Kari primarily works in support of Sherri Stephen’s clients. She came to Stephens Wealth Management Group after 11 years working at UBS, and prior to that worked at Merrill Lynch.
Service & Leadership
Kari is heavily involved in her home community of Montrose, MI. She is a member of the Montrose Sports Booster and Montrose Football Club, in charge of organizing the annual football fundraisers.
Education
Series 7 General Securities Representative License
Series 66 Uniform Combined State Law Security License
Certificate in Paraplanner Development
Outside the office
When not at work, Kari and her husband Jeremy spend the summers camping with friends in northern Michigan. They enjoy spending time watching their children’s athletic events and hanging out with their three dogs. Their oldest daughter is currently studying at Central Michigan University and their two other children attend Montrose Community Schools. Kari grew up in Chesaning, MI, but now calls Montrose home.
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions
712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.