Sherri is the president, CEO, and lead wealth advisor of Stephens Wealth Management Group (SWMG), a Registered Investment Advisor. She began her career more than 40 years ago as an intern at the practice and ultimately became owner in 1994. Since that time, Sherri has built a trusted team, quadrupled the size of the practice, became nationally recognized as a leading woman in her profession, and served in key leadership positions for several local institutions and non-profit organizations. Also, she plays and active role in mentoring women in finance.
Sherri's team of wealth advisors, client support representatives, and specialists focus on providing objective advice for comprehensive wealth management. Sherri specializes in working with businesses and high net-worth families and individuals with complex, multi-faceted needs.
Service & Leadership
Sherri’s leadership extends beyond the office and into the community. Currently, Sherri serves as the trustee for the Community Foundation of Greater Flint (CFGF) and is also chair of the Investment Committee. Additionally, she served as past board chair for CFGF. The Community Foundation of Greater Flint is one of the largest public charities in the state of Michigan.
Sherri is on the advisory board of her alma mater, University of Michigan-Flint, and sponsors an Advancement in Wealth Management scholarship for those interested in pursuing a career in the field. She also serves as a board member for McLaren Hospital.
Because Sherri believes in the advancement of women in finance, she is a founding member of the Women’s Leadership Alliance, whose mission is to attract, develop, and engage tomorrow's most promising women leaders in order to grow and strengthen the financial advisory profession.
Education
Bachelor of Business Administration, University of Michigan - Flint
Awards & Recognition
Outside of the Office
Sherri and her husband enjoy travel and outdoor activities including running, biking, and boating. They also love spending time with their family.
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives 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 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.
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