Private Wealth Management

Steve Phelps

Senior Vice President

Direct: (336) 251-0405

Philosophy & Approach

Steve joined Stephens Private Client Group in 2011. As a trusted consultant for more than 35 years, Steve has made it practice to get to know not just his client, but the entire family, so that he can be aware of any special situations or concerns. “As I begin a relationship with a client, it is of the utmost importance that I fully understand their overarching goals and risk tolerances,” says Steve. “As both wealth management planning and estate planning are important aspects of fully guiding clients, I aim to make a plan that helps clients realize their dreams, whether providing for future generations, giving back to their communities, or more.”  

Mary Grigg, his registered sales assistant, has supported Steve since 1996 and draws from over 25 years of administrative experience to assist clients’ needs.  

Experience & Education

Prior to joining Stephens, Steve spent 10 years with Wachovia Bank and eight years with Duke University before joining The Robinson-Humphrey Co. and its successor, Morgan Stanley. Steve received the Stephens Leadership Circle award four years in recognition of excellence in wealth management.

Steve holds a Bachelor of Science in Business from the University of North Carolina at Chapel Hill. With a thirst for knowledge, Steve attended the Investment Banking Executive Development Program at the Wharton School at University of Pennsylvania. He also completed Stephens University, an advanced wealth management program, offered through Wake Forest University.

Personal

A native of Winston-Salem, Steve believes in giving back to his community. He currently serves on the board and the finance committee for his church as well as the board and advisory committee for SECU Family House, a home that provides accommodations for adult patients and caregivers in need of medical care in the area. He has previously served as Vice President of the Forsyth County United Way, Vice President of the Winston-Salem Arts Council, and Treasurer of the Southeastern Center for Contemporary Arts.

Steve and his wife, Carolyn, have three children, Craig, Christy, and Mark, and five grandchildren. He enjoys golf, tennis, and especially competitive sports car racing. 


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: www.finra.org/brokercheck

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