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