Anna Bond Email & Phone Number

Sherri Stephens is a financial consultant and president of Stephens Wealth Mgt Group. A Registered Investment Advisor agent with over 35 years of industry experience, Sherri is frequently looked to for her knowledge. She has been quoted in the publications On Wall Street, Registered Rep, The Flint Journal, and USA Today, to name a few. Sherri is a graduate of the University of Michigan-Flint. A strong believer in giving back to her community, she commits time and talent to many public charities and non-profit organizations. Sherri is a former chairman for the Community Foundation of Greater Flint and is currently on its investment committee, which manages over $100 million dollars. She was formerly a board member and on the executive committee of Fentura Financial, Inc., a bank holding company, and is on the Board of Directors for McLaren Hospital - Flint. Stephens Wealth Mgt Group employs college interns and high school students regularly as members of its staff. Sherri joined the firm she now owns as an intern in 1975. During her seventeen year tenure as owner, the firm has tripled in size. Stephens Wealth Mgt Group is an Independent Firm. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. For more than 30 years, our advisors have been helping clients with their wealth-building goals through customized, comprehensive financial planning services. Our highly seasoned team has the depth and experience to help you. The decision to hire a financial advisor is a significant choice. Please check our website for more information on our team. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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