Private Wealth Management

Philosophy & Approach

Brenda has over 30 years of experience assisting clients with comprehensive wealth management planning. She applies a relational approach, taking time to truly understand her clients as individuals, as well as their goals, preferences, and concerns. “We strive to give clients an overall ability to understand investments and the effect each decision plays in long-term results. Our goal is to help our clients maintain focus,” says Brenda.

Experience & Education

Brenda joined Stephens Private Client Group in 2014. Earlier in her career, she assisted clients at Dean Witter Reynolds, Inc. and Legg Mason Wood Walker Inc. and their ultimate successor, Morgan Stanley. Brenda attended East Texas Baptist University in Marshall and Louisiana State University in Shreveport.

Personal

Brenda and Bruce, her husband and business partner, have a daughter, Kelly.