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Sherri Stephens

President and CEO, Swmg and Wealth Advisor at Stephens Wealth Management Group

  • LinkedIn

Email Email: s****@cfgf.org

phone noPhone Number: (***)-***-****

I serve as President of Stephens Wealth Management Group (SWMG) and Lead Wealth Advisor for the firm. My career began as an intern more than forty years ago for the practice I now own. I ...

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STEPHENS WEALTH MANAGEMENT GROUP

STEPHENS WEALTH MANAGEMENT GROUP

  • description Description
    As a successful corporate executive, entrepreneur, retiree or health care professional, have you ever noticed that the more successful you become, the less time you have to plan for your fina...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Stephens Wealth Management Group Org Chart and Mapping

Employees

Maryann W

401(k) Program Manager & Senior Client Relationship Associate

Sherri Stephens

President and CEO, Swmg and Wealth Advisor

Nick Sheeran

Certified Financial Planner™

Jessica Stirling

Investment Analyst / Advisor

Jennifer Bauder

Client Relationship Associate

Tori Boswell

Wealth Manager at Stephens Wealth Management Group

Frequently Asked Questions Regarding Sherri Stephens

Answer: Sherri Stephens works for Stephens Wealth Management Group as President and CEO, Swmg and Wealth Advisor

Answer: Sherri Stephens’s role in Stephens Wealth Management Group is President and CEO, Swmg and Wealth Advisor

Answer: Sherri Stephens's email address is s***@gmail.com

Answer: Sherri Stephens's business email address is s****@cfgf.org

Answer: Sherri Stephens’s direct phone number is (***)-***-****

Answer: Sherri Stephens works in the industry of: Financial Services

Answer: Sherri Stephens is the current President and CEO, Swmg and Wealth Advisor at Stephens Wealth Management Group.... Read More

Answer: Sherri Stephens works Stephens Wealth Management Group located at 5206 Gtwy CTR, Flint, Michigan, 48507, United States

Answer: Stephens Wealth Management Group's President and CEO, Swmg and Wealth Advisor is Sherri Stephens

Answer: Sherri Stephens contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@cfgf.org

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