Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Sheryl Stephens

President/CEO
Lead Wealth Advisor
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, 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.

Photo of Sherri Stephens

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

  • “One of the Best-In-State Wealth Advisors” (Forbes 2018- 2022)*
  • “One of the Top 3 Women Financial Advisors in Michigan” (Barron’s 2017 - 2022)**
  • “One of America’s Top Women Advisors” (Forbes 2017, 2018, 2021)***
  • “One of America’s Top Wealth Advisors” (Forbes 2016, 2017)****
  • “One of the Top 400 Financial Advisors” (Financial Times 2017)*****
  • “One of the Top 100 Women Financial Advisors" (Barron's 2016, 2017)******

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.

Go to: https://stephenswmg.com/wp-content/uploads/2022/06/SS-Accolades.pdf to review all disclosures on this page.

Links are being provided for information purposes only.

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

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.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure

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