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.
For more than 35 years, Giles has helped clients plan for and realize their financial futures. In partnership with his son, George, Giles’ mission is to build lasting, cross-generational client relationships focused on near-term and long-term financial objectives. According to Giles, “As a father and son team, we relate to many of our clients who seek to establish a financial roadmap for their present and future generations. We bring an enhanced approach to strategic long-term planning and investment advice that recognizes the varying interests and concerns of up and coming, maturing, and established clients.”
Wendy Giles, a registered client associate since 2007 with more than 30 years of experience, supports the Coors Group and seeks to offer a high touch level of service for all clients.
Giles joined Stephens Private Client Group in 2004. Prior to joining Stephens as branch manager, Giles was a regional manager and branch manager at J. C. Bradford & Co., later to become part of UBS Financial Services Inc., and also worked at Prudential Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith, Inc.
Giles graduated from the University of Mississippi with a Bachelor of Arts in Banking and Finance. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
Giles and his wife live in Memphis.