Stephens Wealth Management Group
  • Please click on the image below to view
    a 4 1/2 minute video by Dr. Hans
    Rosling that describes how the
    developing world is catching up to the
    West in health and income.

Welcome to the Stephens Wealth Management Group. 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. What is more, we will define our success by yours. The decision to hire a financial advisor is a significant choice. We invite you to schedule a complimentary consultation to determine how we can help you plan for your financial goals. Please peruse our website for more information about our company and team.

Click below for timely news and resources.

Stephens Wealth Management Group will be closed for the holidays. We will close at 1:00 on Wednesday, December 24, and reopen on Monday, December 29. If you need assistance on Friday, December 26, please call Raymond James Client Services at 1-800-647-7378. Have a great holiday season!

Sherri Stephens and the staff of Stephens Wealth Management Group

**Tax Facts Quick Reference 2012 is provided courtesy of Nuveen Investments.


Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of 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 your local Raymond James office for information and availability.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC