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Stephens, an independent financial services firm, today announced William Holmes and Grace Wages joined the firm’s Private Wealth Management division as Financial Consultants. They are based in Stephens’ Atlanta, GA office.
“The expansion of our Atlanta team demonstrates a continued commitment to serving clients with excellence. William and Grace bring a wealth of knowledge and experience, assisting clients in planning their financial futures and their financial goals. We are pleased to formally welcome them to Stephens,” said Kevin Scanlon, Executive Vice President and Head of Stephens Private Wealth Management.
Mr. Holmes’ and Ms. Wages’ respective clients include high-net-worth individuals and families, private business owners, corporate executives, and family offices. Both possess outstanding client relationship abilities and maintain a strong commitment to enduring wealth creation and preservation.
“Stephens’ family-owned foundation and broad range of capabilities set it apart from the industry and play a vital role in driving client and business success. I’m excited to be part of such a dynamic firm,” said Mr. Holmes.
Ms. Wages added, “I’m thrilled to join Stephens, a storied firm that values relationships and allows financial consultants the time and perspective needed to truly understand each client’s goals and aspirations.”
Mr. Holmes graduated from Vanderbilt University with a Bachelor of Science in Human Organizational Development and Political Science.
Ms. Wages earned a Bachelor of Business Administration from the Terry College of Business at the University of Georgia, with a focus in finance and international business.
For more than 25 years, Stephens Private Wealth Management has provided a wide array of customized investment management solutions as well as wealth planning strategies and advice.
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About Stephens
“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, and Stephens Capital Partners LLC. © 2025 Stephens.
Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.
Media Contacts:
Creighton Abrams, Stephens Inc.
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Holly Lenderman, Stephens Inc.
501-377-8279 / [email protected]