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Flint, Michigan - Sherri Stephens, President at Stephens Wealth Management Group and financial advisor with Raymond James Financial Services, was recently named to Forbes list of the “Top 200 Women Advisors” in the country. The 2017 list, published February 28, ranked 200 advisors. Stephens was ranked 44th in the United States. Additionally, she made Barron’s list of the “Top 1,200 Financial Advisors” in the country. The 2017 list, published March 9th, ranked 1,200 advisors. Stephens ranked 30th overall in Michigan.

“It’s a tremendous honor to be recognized as one of the top women financial advisors in the country by both Forbes and Barron’s in the same year,” Stephens said. “I’m honored and touched to be included with the best of best advisors in the country.”

Forbes, a biweekly financial magazine, produced the listing of distinguished advisors after weighing various quantitative criteria, including: assets under management and revenue generated for their firms and the overall quality of the advisor’s practice.*

Barron’s, a weekly financial newspaper published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as advisors’ assets under management, revenue generated for their firms, regulatory record, philanthropic work, and the overall quality of their practices.*

Stephens, who manages more than $450 million in client assets, offers her clients comprehensive wealth management services at 5206 Gateway Centre, Suite 300 Flint, MI 48507. Contact her at 810 732-7411.

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.

About Raymond James Financial Services Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 6,700 financial advisors serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $522 billion.

* Past performance is not indicative of future results. Individual experiences may vary.

Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes Rankings are based on the opinions of Shook Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor Shook Research receives compensation in exchange for placement on the ranking. For more information: www.ShookResearch.com.

Barron’s ranking is based on data provided by over 4,000 of the nation's most productive advisors. The publication examines regulatory records, internal company documents and extensive questionnaires filled out by the advisors themselves. Investment performance isn't 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. This award is bestowed by an independent third party organization not affiliated with Raymond James. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this ranking.

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MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
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Phone: 813.251.1879 // Fax: 813.251.1716 //
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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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