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.
David joined Stephens Private Client Group in 2011. Over his 35-year career, his priority has been to develop client relationships that allow him to understand what they want to achieve in their lives. “For many clients sound finances directly correlate to independence and living life as they see fit. It is my job to help them realize their goals and give them peace of mind that their assets are protected,” says David.
Prior to joining Stephens, David spent his career at Shearson/American Express, Inc., and its successor, Morgan Stanley. David graduated with a Bachelor of Science in Finance from the University of Tennessee with honors in 1982.
David previously served on the finance committee for the Memphis Jewish Federation.
He and his wife, Melissa, have two girls, Sarah and Sophia. He enjoys fishing and golfing.