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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
With more than 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.”
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.