Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
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Sheryl Stephens

President, SWMG
Financial Advisor, RJFS
Sherri.Stephens@stephenswmg.com

Sherri Is an Avid World Traveler, Educator, Lover of the Outdoors, Mother and Grandmother to Many, and Believer in Empowering Women

Sherri is the president of Stephens Wealth Management Group (SWMG), a registered investment advisor representative with Raymond James Financial Advisors, Inc. She began her career more than 40 years ago as an intern at the practice and ultimately became president in 1994. Since that time, Sherri has built a trusted team, quadrupled the size of the practice, become nationally recognized as a leading woman in her profession, and served in key leadership positions for several local institutions and non-profit organizations.

Sherri's team of 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.

Sheryl Stephens President, SWMG

Sherri's Money Story

“Sometimes, the most pivotal lessons in life aren’t taught by teachers. They are taught by people who see something in us that we do not see in ourselves. Growing up in Davison, I planned to follow in my parents’ footsteps by majoring in education at college. But a high school internship for Flint financial advisor, John Winton, of Raymond James Financial Services, set me on a path to become one of America’s top financial advisors.

John encouraged me to take business classes at the University of Michigan - Flint. I loved the courses and decided to pursue a business degree. Like many others, I benefited from John’s personal mission to nurture talent. Countless men and women have told me, ‘I spent an hour with John, and it changed the trajectory of my life.’ John did that for clients, colleagues and even people he didn’t know. He taught me how rewarding it is to mentor others, to use my financial aptitude to benefit the community, and that I can make a difference in people’s lives.”

Sheryl Stephens

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

  • Barron’s as “One of the Top 100 Women Financial Advisors (2016 & 2017)*”
  • The Financial Times as “One of the Top 400 Advisors (2017)**” in the country
  • Forbes as “One of America’s Top Wealth Advisors (2017, 2018, 2020)***”
  • Forbes as “One of America’s Top 200 Women Advisors (2017 & 2018)****”
  • Forbes as “One of the Best-in-State Wealth Advisors (2018-2020)*****”
  • Barron’s as “One of the Top Women Financial Advisors in Michigan (2017-2020)******”

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.

Barron’s*: Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial service experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities.

Financial Times**: The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years ofexperience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2017, roughly 790 applications were received and 400 were selected to the final list (50.6%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S.

Forbes***: The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking.

2016 Award Research Summary (as of July 2016): 11,235 Advisor nominations were received, based on thresholds. 4,000 Advisors were invited to complete the online survey. 2,500 Advisors were interviewed by telephone. 425 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria.

2017 Award Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria.

Forbes****: The Forbes ranking of America’s Top 200 Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of women wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of February 2017): 13,174 nominations were received, based on thresholds (2,723 women). 4,000 Advisors were invited to complete the online survey. 3,980 Advisors were interviewed by telephone. 716 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria.

Forbes*****: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Barron’s******: “Top 1,200 Financial Advisors,” 2017, 2018, 2019. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each.

These rankings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. No fees are paid in exchange for these awards/ratings. Raymond James is not affiliated with Forbes, Shook Research, or Barron’s.

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Phone: 810.732.7411
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