Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

Sherri Stephens

President, Stephens Wealth Management Group
Wealth Advisor, RJFS

Sherri Stephens Stephens Wealth Management Group

Pearl Planning has partnered with Stephens Wealth Management Group as an independent affiliate. Sherri Stephens, president and owner of Stephens Wealth Management Group, is a nationally-recognized financial advisor with more than forty years of experience. She has worked as an independent contractor of Raymond James and previously IM&R throughout her advisory career.

The affiliation with Stephens Wealth Management Group offers several advantages for Pearl Planning and its clients.

  • Sherri Stephens is a member of Raymond James Chairman’s Council* which affords enhanced relationship management and access to resources as one of Raymond James’ largest independent relationships.
  • The Stephens Wealth Management team will also work to provide additional investment, financial planning, and administrative resources in addition to Melissa and Morgan at Pearl Planning.
  • Let’s face it, there are a lot of advantages to being a part of a team! We look forward to collaborating with the team at Stephens Wealth Management on future client events, education opportunities, and to continue to offer our clients dedicated wealth management services.

Stephens Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. *Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is pain in exchange for this award/rating.

Meet the Other Team Members of Pearl Planning

President and Financial Advisor

Financial Advisor

Financial Planner & Relationship Manager

Client Service Representative, RJFS, Pearl Planning

Client Service Representative, RJFS, Pearl Planning

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives 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 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.

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