Private Wealth Management

W. Ben James, CPA (inactive)

Senior Vice President

Direct: (901) 681-1329

Background

Mr. James joined Stephens in 2011 and currently serves as Senior Vice President in the Private Client Group. Prior to joining Stephens, Mr. James served 3 years as a Financial Advisor and Financial Planning Specialist at Citigroup Global Markets and its successor Morgan Stanley Smith Barney. Prior to his financial services experience, Mr. James served as a Senior Auditor at Thompson Dunavant PLC. Mr. James earned the designation of Certified Public Accountant (CPA) in 2009 has five years of public accounting experience. Mr. James holds a Master of Business Administration and a Bachelor of Science in Accounting from Christian Brothers University. He 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: www.finra.org/brokercheck

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