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.
Julie has more than 10 years of experience helping clients grow and preserve wealth. Her foremost objective for clients is for them to have complete confidence that their investments are structured in such a way that will allow them to fulfill their goals throughout retirement, whether they are years away or living in retirement today. According to Julie, “By building strong relationships with my clients, I am able to understand their needs, concerns, and life goals, and invest their wealth accordingly.” She supports her planning with Stephens’ vast resources to provide comprehensive wealth management, retirement income, and estate planning.
Brandi Patrick is Julie’s registered client associate. Brandi has been registered for more than 18 years.
Julie has been in the financial services industry for over ten years. Prior to joining Stephens in 2013 as a Vice President, Julie was a financial advisor for five years at A. G. Edwards & Sons, Inc. and its successor, Wells Fargo Advisors, Inc.
Julie is also a Chartered Retirement Planning CounselorSM (CRPC®). This designation from the College for Financial Planning signifies that Julie has met initial and on-going experience, ethical education, and examination requirements for the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning, and more.
Julie received a Bachelor of Science in Business Administration with a Finance concentration and a minor in Economics with honors in 1982 and earned a Master in Business Administration with a concentration in Finance & Information Technology with honors in 1984 from the University of Arkansas. She is also a 2016 graduate of Stephens University at Wake Forest University.