Byers Whitman | Private Wealth Management | Stephens | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

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 Stephens Story

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.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

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.

Stephens & Williams Racing Partnership

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our People

Byers Whitman

Senior Financial Consultant

(704) 442-5041 Send a message
Byers Whitman

Philosophy & Approach

Byers serves as a Senior Financial Consultant and works with her father, Spence, on the Whitman team alongside John Black and Wynton Blount. “My father and I bring a familial and multi-generational perspective to how we work with clients. We understand the dynamics that many families encounter when dealing with finances. It is our team’s mission to understand our clients' goals and develop a plan to help them achieve those goals in their time horizon” says Byers.

Byers is supported by registered client associate, Cindy Burger, who has more than 25 years of administrative experience.

Experience & Education

Byers graduated from the Kenan-Flager Business School at the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. After graduation she worked for Goldman Sachs as a financial advisor in their Private Wealth Management division.

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