Senior Vice President
David joined Stephens Private Client Group in 2009 and has been a trusted consultant for over 30 years, bringing sound, practiced counsel to each client relationship. David, in partnership with his son, Andrew, helps clients define, establish, and achieve their financial goals. The father and son team believe they are well-positioned to address the investment concerns and aspirations of clients of all ages. “Throughout my career, my focus has always been on strategic long-term planning. Working with Andrew enhances this offering and our advice for clients, as many of them also are working with and planning for their children.” Their goal: to give guidance that will help clients now and in the future.
Prior to joining Stephens, David was a financial advisor at Edward Jones, then at A. G. Edwards & Sons, Inc., later to become part of Wells Fargo Advisors, Inc. David attended East Central Junior College, University of Southern Mississippi, and Louisiana State University. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
David enjoys supporting Friends of Mississippi Veterans and other charities nearby.
David and his wife, Carla, have three children, Tyler, Andrew and Elizabeth, and three grandchildren. In his free time, David enjoys reading classic literature, traveling, riding his Harley-Davidson and tinkering with his 1971 Corvette.