Our expertise is your biggest asset

At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results.

This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning.

Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to mitigate estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve.

Sherri Stephens Sheryl Stephens
President, SWMG
Financial Advisor, RJFS


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Jill Carr Jill R. Carr, CPA, CFP®
Financial Advisor


Kim Waldman Kim Waldman
Chief Operating Officer

Susan H. Bleyaert Susan H. Bleyaert
Registered Client Service Rep, RJFS

Alice Marie Wagener Alice Marie Wagener
Client Service Representative

Jennifer Bauder Jennifer Bauder
Client Service Representative

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
Map and 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. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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