Sheryl Stephens
Partner, Managing Director

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Sherri is a Partner and Managing Director of the Beacon Pointe Flint, MI office. With more than four decades of experience as a trusted advisor, Sherri specializes in guiding businesses, high-net-worth individuals, and multi-generational families through complex and comprehensive wealth management needs. She began her career as an intern at Stephens Wealth Management Group (SWMG), where she built a trusted team, quadrupled the size of the practice, and ultimately became the owner of the practice in 1994. SWMG joined Beacon Pointe in 2025. Throughout her career, Sherri has earned national recognition as a leader in her profession, played an active role in mentoring women in finance, and served in key governance and philanthropic roles across the Flint community. She is a trustee and Investment Committee chair for the Community Foundation of Greater Flint and has previously served as board chair. She also sits on the advisory board for the University of Michigan-Flint School of Business and sponsors a scholarship supporting aspiring financial professionals. Additionally, she serves on the board of McLaren Hospital and is a founding member of the Women’s Leadership Alliance, whose mission is to attract, develop, and engage tomorrow’s promising women leaders in order to grow and strengthen the financial advisory profession. Sherri holds a Bachelor of Business Administration from the University of Michigan-Flint. Her accomplishments have been recognized through numerous industry and community awards, including the UM Flint School of Management Outstanding Alumni Award (2025) and repeated national rankings by Forbes, Barron’s, and the Financial Times. Outside of the office, Sherri enjoys traveling, running, biking, boating, and spending time with her family.