Private Wealth Management

Jeff Monsour

Senior Vice President

Direct: (318) 934-6107

Philosophy & Approach

Jeff delivers sound guidance significant to clients’ short and long-term objectives informed by over 25 years of experience. In partnership with Sam Lees, he works on wealth growth and preservation and the retirement and income planning needs of clients and their extended families. According to Jeff, “Our team understands the complexities of planning for intergenerational families with wide-ranging interests and financial goals. Because we are practiced consultants, our clients take comfort in our expertise and in knowing we share their priorities.”

Jeff is supported by Vicki Chrisman, a registered sales assistant for more than 10 years with almost 15 years of administrative experience. Vicki is an integral part of the Lees Monsour team. 

Experience & Education

Jeff has been a member of Stephens Private Client Group since 2014. Jeff attended Centenary College before he began his career in the financial services industry. Prior to joining Stephens as a Vice President, Jeff worked at Legg Mason Wood Walker, Inc. and its ultimate successor, Morgan Stanley. 

You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website:

For Retail Investors: Form CRS

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