Private Wealth Management

Steve Phelps

Senior Vice President

Direct: (336) 251-0405


Mr. Phelps joined Stephens in 2011 and currently serves as Senior Vice President in the Private Client Group. Prior to joining Stephens, he served 29 years as Financial Advisor, Senior Vice President and Senior Investment Management Consultant at The Robinson-Humphrey Company, Inc. and its successor Morgan Stanley Smith Barney. Mr. Phelps holds a Bachelor of Science in Business Administration from the University of North Carolina. He also attended the Institute of Investment Banking at the Wharton School of the University of Pennsylvania. Mr. Phelps also is a graduate of Stephens University at Wake Forest.

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:

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