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 (SWMG), a registered investment advisor representative with Raymond James Financial Advisors, Inc. She began her career forty plus years ago as an intern for the practice she now owns. She became president in 1994 after the untimely passing of the founder. Since that time, Sherri has developed a trusted team, grown the practice to manage approximately a half billion dollars in assets, become nationally recognized as a leading woman in her profession and served in key leadership positions for local institutions and non-profit organizations.

Her team of thirteen advisors, client support, and business professionals focus on providing objective advice for comprehensive wealth management. Sherri specializes in working with business owners, professionals, retirees and their families.

Sherri’s national recognition includes: Barron’s as “One of the Top 100 Women Financial Advisors” (2016 & 2017)*. The Financial Times as “One of the Top 400 Advisors (2017)**” in the country, and Forbes as “One of America’s Top Wealth Advisors (2016 & 2017)***” and “One of America’s Top 200 Women Advisors (2017 & 2018)****” across multiple years. Additionally, she has been a featured speaker at several national industry forums.

Her leadership extends to the community. Sherri has served as past board chair for the Community Foundation of Greater Flint (CFGF), which is one of the largest public charities in the state of Michigan. Currently Sherri serves as trustee of CFGF and chair of the investment committee. She is on the advisory board of her alma mater, University of Michigan-Flint, advising curriculum and scholarships for the Business School. Sherri also serves as a board member for McLaren Hospital. Because she believes in the advancement of women in finance, she is a founding member of the Women’s Leadership Alliance, whose mission is to attract, develop and engage the most promising women leaders in order to grow and strengthen the financial advisory profession.

Her offices are in Tampa, Florida, and Flint, Michigan, she also supports a satellite office in Dexter, Michigan. Sherri and her husband enjoy travel and outdoor activities with their kids and eight grandchildren.

Barrons*: Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 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.

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) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2017, roughly 790 applications were received and 400 were selected to the final list (50.6%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of 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.

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.

2016 Award 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.

2017 Award Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria.

Forbes****: The Forbes ranking of America’s Top 200 Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of women 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 February 2017): 13,174 nominations were received, based on thresholds (2,723 women). 4,000 Advisors were invited to complete the online survey. 3,980 Advisors were interviewed by telephone. 716 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria.

These awards are bestowed by independent third-party organizations not affiliated with Raymond James. Recognition of these awards are not indicative of future performance, are not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for these awards/ratings.

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