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Stephens Wealth Management Group Employee Celebrates 10 Year Anniversary

--Nick Sheeran Honored for 10 years of Service--

Nick Sheeran

Flint, MI, 10/01/2018. Stephens Wealth Management Group (SWMG), honored Nick Sheeran today for 10 years of employment and service to the community. “Watching Nick build his financial planning skillset and become an experienced Advisor over the past ten years has been very rewarding. Ten years is a major milestone,” said Stephens Wealth Management President, Sherri Stephens. “He truly exemplifies the hard driving work ethic of the Flint area and consistently goes the extra mile to help his clients. There is nothing that makes Nick happier than when the planning he has done with a client enables them to achieve a major life milestone.”

Nick is not only aCertified Financial Plannerbut throughout the years, Nick has become a Chartered Retirement Plans Specialist with expertise in creating, implementing and maintaining retirement plans for businesses and organizations, including defined contribution plans, 401(k) plans and nonprofit. He is also anAccredited Investment Fiduciary®, always acting in the best interests of the client, beneficiary, or retirement plan participant.

Nick resides in Grand Blanc with his wife Katie and daughter Lucy. And, as a special note – he has another baby on the way this month. He has also been an active participant of Habitat for Humanity for the last six years. His coworkers honored him with a 10 Year celebration on Monday, October 1, expressing their appreciation for the loyalty, dedication and sense of humor he brings to the firm each day. Congratulations Nick!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
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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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