News of our team and quarterly newsletter

Our industry accolades and the press it generates

We have been recognized by our industry peers for the work we do on behalf of the clients we serve – so we believe we should share it with them.

June 2017
Sherri Stephens named to Barron's Top 100 Women Financial Advisors


April 2017
Sherri Stephens named to the 2017 Financial Times 400 Top Financial Advisors


March 2017
Sherri Stephens ranked one of the top advisors in the country by both Forbes and Barron's


February 2017
America’s Top Women Advisors 2017: 200 Women Managing Over $200 Billion


August 2016
Sherri Stephens ranked among Barron's “Top 100 Women Financial Advisors” in the country.


August 2016
Sherri Stephens named to Forbes' List of Top Wealth Advisors.


March 2015
Sheryl Stephens, President of Stephens Wealth Management Group, an independent firm, and a Financial Advisor with Raymond James, was recently named to Barron’s list of "The Top 1,200 Advisors" in the country.


August 2013
Raymond James financial advisor Sherri Stephens was named among Barron's “Top 100 Women Financial Advisors” for 2013. This is the seventh time Sherri has been included in this national ranking.


February 2012
Raymond James financial advisor Sherri Stephens was inducted into the Advisor Hall of Fame by Research magazine.


August 2011
Raymond James financial advisor Sherri Stephens was named among Barron’s “Top 100 Women Financial Advisors” for 2011. This is the sixth time she has been included in this national ranking.


January 2010
The Raymond James 2010 Annual Report includes Sherri Stephens for being recognized as one of Barron’s Top 100 Women Advisors.


August 2010
Raymond James financial advisor Sherri Stephens was named one of Barron’s “Top 100 Women Financial Advisors.”


October 2009
Raymond James financial advisor Sherri Stephens was named among Barron’s “Top 100 Women Financial Advisors.”


2008
Raymond James financial advisor Sherri Stephens was been recognized by Medical Economics and Worth magazines.

 

The Advisor Hall of Fame is selected based on industry tenure, acquisition of substantial assets under managements, superior client service, and recognition from peers and the broader community for the honor they reflect on their profession. The Barron’s Top 100 Women Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The “150 Best Financial Advisors for Doctors” award was based in part on credentials, experience, compensation arrangements, minimum investment requirements, a good regulatory compliance record and charitable work. Consideration was also given to advisors who specialize in physician business or the medical field. Research magazine’s rankings are based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels, interviews, etc.). Worth magazine’s “Top 250 Wealth Advisors” weighed numerous factors including educational and professional credentials, approaches to customer service, portfolio management and risk, an understanding of the global markets and the advisors’ ability to intelligently discuss the current investment climate. For all of the above awards, past performance is not indicative of future results and individual experiences may vary.

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