Charles Long | 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.


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.

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

Charles Long

Senior Vice President

(870) 819-0322 Send a message
Charles Long

Philosophy & Approach

Charles has been in the industry for more than 25 years and joined Stephens in 2009. An essential part of a client’s financial success is having a trusted consultant to help them navigate through the markets. According to Charles, “A sound financial future is contingent upon prudent planning that takes into account both the near-term and long-term. What we instill in our clients today will allow them to live their lives comfortably and securely down the road.”

Charles’ client associate is Amy Stotts.

Experience & Education

Prior to joining Stephens as a Vice President, Charles worked with clients at Edward Jones.

Charles attended Louisiana State University in Baton Rouge. He is also a graduate of Stephens University, an advanced wealth management program offered through Wake Forest University.