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.
Stewart has been a member of Stephens Private Client Group since 2017 and has more than 35 years of industry experience. In 2022, his son, Aaron, joined his team. Says Stewart, “Through developing long-term relationships with our clients, we are able to help them achieve their financial goals so that they in turn are able to accomplish what is important to them.”
Stewart received a Bachelor of Arts in Spanish from Brigham Young University and a Master of Arts from the University of Virginia. He also received a MBA in International Business from the American Graduate School of International Management. Prior to joining Stephens, Stewart was a Vice President and financial advisor with Dean Witter Reynolds Inc. and its successor, Morgan Stanley.
Stewart and his wife, Ann, live in Kernerville, North Carolina. They have six children and 10 grandchildren. He enjoys hiking, canoeing and gardening.