Tyler Stephens

Financial Advisor, RJFS
Tyler.Stephens@stephenswmg.com

Tyler Is A Coach, Lover of Sports, Father of Three, And Relationship Builder

Tyler is a Financial Advisor with nearly 10 years of experience in the industry. Prior to rejoining Stephens Wealth Management Group, he worked at Financial Plus Credit Union as a Financial Advisor for four years.

Tyler is passionate about helping clients understand how to set and meet their goals as well as prepare for their retirement years. He is currently working towards his CERTIFIED FINANCIAL PLANNER™ certificate.

Service and Leadership

Tyler is active in community organizations such as the Gen Forward Network, a young philanthropic giving circle that lets members pool their money and make a positive impact in Genesee County through grants to nonprofits. He also coaches lacrosse for Lake Fenton High School.

Tyler's Money Story

"I was able to learn and observe the Financial Planning industry from a very young age. As many of you know, Sherri Stephens is my mother. I remember meeting many of Sherri’s clients as a child. I often heard stories from clients about how Sherri’s work changed their lives and helped them realize dreams they never thought would be possible. When I turned 15, I was allowed to intern and sit in meetings with my mom and her clients. I loved watching how she handled different financial challenges and opportunities. I saw her be calm, empathic, resourceful, and flexible in dealing with each client situation. I was hooked. From that time on, I knew being a professional golf caddy was out the window and being a Financial Advisor was my calling. I have been extremely lucky to be part of one the best financial planning teams in the country, and learning from some of the best advisors and leaders in the industry."

Tyler Stephens

Education

Bachelor of Business Administration, University of Michigan – Flint
Series 7 - General Securities Representative Examination
Series 66 - Uniform Combined State Law Examination

Outside the Office

Originally from Davison, Tyler now lives in Fenton with his wife Jessica and three children Laila, Xavier, and Joaquin. In his free time, he enjoys the outdoors and spending time with family.

Visit Tyler on LinkedIn

"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

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