We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Dan seeks to develop and maintain a customized investment strategy that can adapt to meet a client’s changing needs and in the face of evolving market conditions. In talking about his more than 35 years of wealth management experience, Dan says, “How successful a client is in achieving their financial goals, of course depends on the investment strategy, but it is the people that a client trusts to implement that plan and be with them over the long term that can truly make a difference.”
Prior to joining Stephens in 1999, Dan worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith, Inc.
Dan received a Bachelor of Science in Mass Communication with a minor in Marketing from Southern Illinois University in 1978. He is a 2011 graduate of Stephens University at Wake Forest University in North Carolina.
Dan and his wife, Mary, live in Benton, and they have four adult children. An avid Razorback and St. Louis Cardinal fan, Dan also enjoys spending time with his family and grilling out in the backyard.