News of our team and quarterly newsletter

PRESS RELEASE

(Flint, MI) Sherri Stephens, a financial advisor and President of Stephens Wealth Management Group, an independent firm, was recently named one of Barron’s "Top 100 Women Financial Advisors." Stephens offers securities through Raymond James Financial Services, Inc., member FINRA/SIPC, at 5206 Gateway Centre, Suite 300, Flint, MI 48507.

This list of distinguished advisors was compiled by the Winner’s Circle Organization, now a subsidiary of Barron’s, which weighs factors such as client retention and regulatory records as well as total assets under management.

"We at Raymond James are very proud to be associated with an advisor of Sherri Stephens&rsquo caliber," stated Dick Averitt, chairman and CEO of Raymond James Financial Services.

Stephens, who manages more than $300 million in client assets, has been providing a wide range of investment and financial advisory services to individuals and businesses for more than 30 years, and specializes in retirement planning for small business owners.

Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,000 financial advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through our 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 financial services holding company which has more than 5,300 financial advisors serving 1.9 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $235 billion, of which approximately $31 billion are managed by the firm's asset management subsidiaries.

The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not 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. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

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

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