Our expertise is your biggest asset

Sheryl Stephens Sheryl Stephens
Financial Advisor, RJFS
President, SWMG
www.stephenswmg.com
sheryl.stephens@stephenswmg.com



Sherri is the president of Stephens Wealth Management Group, and a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. (RJFSA).  She began her career forty plus years ago, starting in 1975 as an intern for the firm she now owns.  She is a graduate of the University of Michigan-Flint and continues to be nationally recognized by industry leading publications such as, The Financial Times as One of the Top 400 Advisors* for 2017.   Forbes has acknowledged her as One of America’s Top 200 Women Advisors in 2017** and One of America’s Top Wealth Advisors ***in 2016. Barron’s has also recognized her as One of the Top 3 Women Financial Advisors in Michigan**** in 2015 and 2017. Additionally, she was named One of the Top 100 Women Financial Advisors**** by Barron’s in 2006-2011, 2013 and 2016. 

Additionally, she has been a featured speaker at these and other national industry forums. She is a founding member of the Women’s Leadership Alliance (WLA) whose mission is to advance women in the wealth management field as a career as well as the Women’s Network at Raymond James. 

SWMG’s advisors focus on total wealth management for families, business owners and professionals.  Life planning, investments, risk management, retirement planning and legacy planning are a few of the areas that their team of professionals can address.  They have offices in Flint, MI, Tampa, FL and Austin, TX. 

A strong believer in giving back, she is involved in her community.  She is a proud past chair and current trustee of The Community Foundation of Greater Flint (CFGF), current board member of McLaren Flint hospital, former board member of Fentura Bank as well as several non-profit organizations.  She is a mentor of young professionals, especially women, in finance and wealth management through her intern program. 

Sherri and her husband enjoy the outdoors, their four sons and six grandchildren.  They reside in Davison, Michigan. 

 

  • Financial Times*: The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James. 
  • Forbes**: Ranking algorithm for Forbes' America's Top 200 Women Advisors is based on quality of practice, such as: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, such as: 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 a ranking. Research Summary: 13,174 nominations received, based on thresholds (2,723 women). 4,000 invited to complete online survey. 3,980 telephone interviews. 716 in-person interviews at Advisors’ location. For more information see www.SHOOKresearch.com. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of future investment 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. 
  • Forbes***: 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 future investment 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. 
  • Barron’s****: Winner's Circle, a Barron's research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor's regulatory record etc. 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 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. 

 

These awards are bestowed by independent third party organizations not affiliated with Raymond James.  Recognition of these awards are not indicative of future performance and may not be representative of individual client experience. 

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.

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Phone: 813.251.1879 // Fax: 813.251.1716 //
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Phone: 512.894.0574 // Fax: 877.844.4608 //
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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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