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.

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

David Zuckerman

Vice President

(901) 681-1308 Send a message
David Zuckerman

Philosophy & Approach

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.

Experience & Education

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.

Personal

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.

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