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Stephens named as one of America's Top Women Wealth Advisors by Forbes in 2018

Sherri Stephens, named as one of America’s Top Women Wealth Advisors by Forbes in 2018*

Sherri Stephens

The country's top women advisors manage more than $240 billion in client assets.

The 2018 Top Women Wealth Advisors list spotlights 250 standout financial strategists across the country with at least seven years of experience. Nominated by their firms, each list member was researched, interviewed and assigned a nationwide ranking. https://go.rjf.com/2rzeDyg

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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 is not affiliated with and does not endorse the series of EverPlans.

*The Forbes ranking of America's Top Women 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. Research Summary (as of April 2018): 22,146 nominations were received, based on thresholds (7,435 women). 6,461 Advisors were invited to complete the online survey. 6,104 Advisors were interviewed by telephone. 1,210 Advisors were interviewed in-person at the Advisors' location. Neither Forbes or SHOOK receive a fee in exchange for rankings. 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.

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