Elliott Wagner, CFA | Investment Banking | Stephens

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What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our People

Elliott Wagner

Vice President

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Capital Solutions Group
Elliott Wagner, CFA

Mr. Wagner joined Stephens in April 2020 and currently serves as a Vice President in the Capital Solutions Group. Prior to joining Stephens, Mr. Wagner was an Associate at Brown Gibbons Lang, a middle market investment bank, where he specialized in advising clients in mergers and acquisitions and private placements of debt and equity securities.

Throughout his career, Mr. Wagner has advised clients in a variety of industries including industrials, education, energy, manufacturing and business services.

Mr. Wagner received his Bachelors and Masters of Accountancy from the Cox School of Business at Southern Methodist University with a minor in Finance.

Mr. Wagner is a CFA charterholder, holds a CPA registered in the state of Texas (Inactive), and is also a licensed securities broker (Series 7, 79, and 63).