Private Wealth Management

Philosophy & Approach

George has more than 35 years of experience guiding clients in all aspects of their wealth management needs and joined Stephens in 2016. George understands the various stages of the wealth cycle and the appropriate strategies to guide clients on their financial journeys.  According to George, “Wealth management is deeply personal. When evaluating client needs, I consider the emotional and practical concerns that influence their financial decisions. By understanding my clients and their family dynamics, the resulting wealth management plan truly aligns with their near and long-term goals.”

Experience & Education

Prior to joining Stephens, George was a Senior Vice President and Branch Manager at Wells Fargo Advisors, Inc. George graduated from the University of Tennessee with a Bachelor of Arts in Economics and a minor in Political Science. He also graduated from the Securities Industry Institute in the Wharton School at the University of Pennsylvania in 2003.

Personal

As a native of Memphis, George believes in giving back to him community and currently volunteers as a class representative and member of the alumni board for the Memphis University School and for the Alzheimer’s Association of Memphis.  He has previously served on the board of the Presbyterian Day School of Memphis and on their finance and education committees. 

George and his wife, Pam, have five sons. He enjoys hosting cookouts, pheasant hunting in South Dakota, and fly-fishing with his sons.