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.
Senior Vice President
Bill joined Stephens Private Client Group in 2017 and has more than 30 years of wealth management expertise. As a seasoned financial consultant, Bill specializes in creating custom solutions for his clients, who include business owners, corporate executives, and families. Bill says, “I bring a disciplined process to investing based on each client’s objectives and their wealth management needs. This is a collaborative effort from concept to implementation, allowing my clients to take an active role in their financial futures, with the knowledge that my counsel is in their best interests.”
Prior to joining Stephens, Bill was a Vice President and financial advisor with Raymond James & Associates, Inc., PaineWebber, Inc., later to become a part of UBS Financial Services Inc., and Shearson Lehman Brothers, Inc., later to become a part of Morgan Stanley.
Bill majored in Finance and received a Bachelor of Science in Business Administration with a minor in Accounting from the University of Tennessee in Knoxville.
Bill is a native Memphian. He has two children and also three grandchildren. He enjoys home improvement projects of any kind. Bill also enjoys diverse athletic activities including weightlifting, bicycling, rock climbing, water skiing and snow skiing. In addition, Bill loves music and enjoys practicing on piano and drums. Most recently, Bill is involved in obtaining his pilot license and learning to fly airplanes.