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.
With more than 30 years of industry experience, pragmatism and expertise are the cornerstones of Briant’s approach to wealth management. When developing investment plans with his junior partner, Adam Jones, their methodology marries client data with behavioral analysis. Briant says, “By giving careful consideration to clients’ financial goals, risk tolerances, and personal motivations, we are able to best identify investment strategies that are designed to meet their objectives.” Being fully engaged with a client allows us to deliver bespoke recommendations as well as make clients comfortable that we am truly operating in clients’ best interests.
Briant joined Stephens Private Client Group as a Vice President in 2004 and, since 2008, has been a member of the Stephens Leadership Circle, an award that is given to consultants for excellence in wealth management. Prior to Stephens, Briant was an advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc.
He graduated from Centenary College of Louisiana with a Bachelor of Arts in Economics and a minor in History. Briant has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.
Briant and his wife, Ellis, have three children, Conner, Jack, and Arden Clare.