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

Ed Carter

Vice President

(615) 279-4345 Send a message
Ed Carter

Philosophy & Approach

With over 35 years of experience, Ed prides himself on longstanding relationships with clients. He says, “Like any relationship, it is important to attain and maintain a level of trust. It is my job as a consultant to offer my clients financial guidance that truly reflects their best interests, and I take that responsibility very seriously.”

Experience & Education

Ed joined Stephens Private Client Group in 2000. Previously, he was a financial advisor with J. C. Bradford & Co., later to become a part of UBS Financial Services Inc.

Ed received a Bachelor of Arts from the University of Memphis in 1976. In addition, in 2006 he graduated from Stephens’ wealth management program, Stephens University, offered through Wake Forest University.

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