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Sherri Stephens Email & Phone Number
President and CEO, SWMG and Wealth Advisor
at
Stephens Wealth Management Group
2 work emails found
@stephenswmg.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
President and CEO, SWMG and Wealth Advisor
Location
Flint, Michigan, United States
Company size
Who is Sherri Stephens? Overview
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Quick answer
Sherri Stephens is listed as President and CEO, SWMG and Wealth Advisor at Stephens Wealth Management Group, a with 11 employees, based in Flint, Michigan, United States. AeroLeads shows a work email signal at stephenswmg.com and a matched LinkedIn profile for Sherri Stephens.
Sherri Stephens previously worked as President & CEO, SWMG & Wealth Advisor at Stephens Wealth Management Group and Board Member at Community Foundation Of Greater Flint. Sherri Stephens holds Bba, Business from University Of Michigan-Flint.
Company email context
Email format at Stephens Wealth Management Group
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{first}.{last}@stephenswmg.com
92% confidence
AeroLeads found 2 current-domain work email signals for Sherri Stephens. Compare company email patterns before reaching out.
Profile bio
About Sherri Stephens
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 am a proud graduate of the University of Michigan-Flint and have been fortunate to be nationally recognized as a leading advisor in the industry.My goal is to help business owners and those approaching or in retirement live a smart financial life, so they:1) Have the financial freedom to live the life they choose;2) Have peace of mind that their family is taken care of; and3) Can protect their legacy.A strong believer in giving back, I remain heavily engaged in my community. I am a proud past chair and current trustee for The Community Foundation of Greater Flint (CFGF) as well as the Investment Committee Chair and an active board member for McLaren Flint hospital. I also serve on the advisory board for my alma mater, UM-Flint, and sponsor an Advancement in Wealth Management scholarship for those interested in pursuing a career in the field. Serving as a mentor to young professionals, especially women, in finance and wealth management is another personal passion.
Current workplace
Sherri Stephens's current company
Company context helps verify the profile and gives searchers a useful next step.
Stephens Wealth Management Group
5 roles · 20 years
Sherri Stephens work experience
A career timeline built from the work history available for this profile.
President & Ceo, Swmg & Wealth Advisor
Owner of Stephens Wealth Management Group since 1994.Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer.
Board Member
Community Foundation Of Greater Flint
Board Member (Current)Former Chairman (2009 - 2010)
Board Of Directors
Board Member And Executive Committee
Fentura Financial, Inc.
2007 - 2009
~2 yrs
Team & coworkers
Colleagues at Stephens Wealth Management Group
Other employees you can reach at stephenswmg.com. View company contacts for 11 employees →
SS
Stan Seybold
Colleague at Stephens Wealth Management GroupDetroit Metropolitan Area, United States
View →
KH
Kari Harber
Colleague at Stephens Wealth Management GroupUnited States
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TS
Tyler Stephens
Colleague at Stephens Wealth Management GroupFlint, Michigan, United States
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AF
Adonis Farah
Colleague at Stephens Wealth Management GroupGrand Blanc, Michigan, United States
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Stan Seybold
Colleague at Stephens Wealth Management GroupDetroit Metropolitan Area, United States
View →
KH
Kari Harber
Colleague at Stephens Wealth Management GroupUnited States
View →
TS
Tyler Stephens
Colleague at Stephens Wealth Management GroupFlint, Michigan, United States
View →
AF
Adonis Farah
Colleague at Stephens Wealth Management GroupGrand Blanc, Michigan, United States
View →
1 education record
Sherri Stephens education
FAQ
Frequently asked questions about Sherri Stephens
Quick answers generated from the profile data available on this page.
What company does Sherri Stephens work for?
Sherri Stephens works for Stephens Wealth Management Group.
What is Sherri Stephens's role at Stephens Wealth Management Group?
Sherri Stephens is listed as President and CEO, SWMG and Wealth Advisor at Stephens Wealth Management Group.
What is Sherri Stephens's email address?
AeroLeads has found 2 work email signals at @stephenswmg.com for Sherri Stephens at Stephens Wealth Management Group.
Where is Sherri Stephens based?
Sherri Stephens is based in Flint, Michigan, United States while working with Stephens Wealth Management Group.
What companies has Sherri Stephens worked for?
Sherri Stephens has worked for Stephens Wealth Management Group, Community Foundation Of Greater Flint, Mclaren Flint, and Fentura Financial, Inc..
Who are Sherri Stephens's colleagues at Stephens Wealth Management Group?
Sherri Stephens's colleagues at Stephens Wealth Management Group include Stan Seybold, Kari Harber, Tyler Stephens, and Adonis Farah.
How can I contact Sherri Stephens?
You can use AeroLeads to view verified contact signals for Sherri Stephens at Stephens Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Sherri Stephens attend?
Sherri Stephens holds Bba, Business from University Of Michigan-Flint.
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