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Flint, Michigan - Sherri Stephens, President of Stephens Wealth Management Group, a financial advisor affiliated with Raymond James Financial Services, Inc. member FINRA/SIPC, was among the advisors named to the Forbes’ list of America’s Top Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online August 3, 2016.

“It’s a privilege to congratulate Sherri on this outstanding achievement,” said Scott Curtis, president of Raymond James Financial Services. “It’s a testament not only to the success of Stephens Wealth Management Group’s business but also her professionalism and commitment to clients.”

The Forbes ranking of America’s Top Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or Shook receive a fee in exchange for rankings.

Stephens, whose office is located at 5206 Gateway Centre, Suite 300 in Flint, MI, currently manages more than 450 million in client assets and specializes in providing customized professional and/or personalized financial planning solutions.

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 6,800 financial advisors serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $535 billion.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of July 2016): 11,235 Advisor nominations were received, based on thresholds. 4,000 Advisors were invited to complete the online survey. 2,500 Advisors were interviewed by telephone. 425 Advisors were interviewed in-person at the Advisors' location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

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