Who We Are

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.

Leadership

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 Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to News
Private Wealth Management

Stephens Private Wealth Management Hires Financial Consultant Joshua Boyle

Oct 25, 2022

(LITTLE ROCK, AR: October 25, 2022) – Stephens, an independent financial services firm, today announced Joshua Boyle will join the firm’s Private Wealth Management division as a Financial Consultant. Mr. Boyle will be based in the Winston-Salem, NC, office.

“Josh brings to Stephens nearly a decade of experience creating customized investment and wealth management plans for clients,” said Kevin Scanlon, Executive Vice President and Head of Private Wealth Management. “His commitment to relationship building and client service are exemplary, and we are pleased to welcome Josh to the team.”

Mr. Boyle earned a Bachelor of Arts from the University of North Carolina at Charlotte.

“My top priority is helping clients achieve their financial goals,” said Mr. Boyle. “I am thrilled to be part of Stephens and look forward to helping our team continue to grow.”

Stephens’ Private Wealth Management offers customized services to assess current and future financial needs of our clients through comprehensive investment and wealth management planning.

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, Stephens Capital Partners LLC and Stephens Europe Limited (Registered office: 12 Arthur Street, London, EC4R 9AB, Registered number 8817024), which is authorized and regulated by the Financial Conduct Authority. © 2022 Stephens. For more information visit www.Stephens.com.

Media Contacts:
Chenoa Taitt, Stephens Inc.
212-891-1742 / [email protected]

Creighton Abrams, Stephens Inc.
212-891-1712 / [email protected]

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