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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Edgar Morris joined Stephens in 2012 as a Senior Vice President. According to Edgar, “My focus has always been on guiding clients through various financial decisions in order for them to achieve all of their goals. As consultants, it is of the upmost importance that we not only take immediate needs into account when developing a wealth management plan but also what a client’s needs may be tomorrow.”
Maria Alexander, a registered client associate, supports Edgar and helps clients on a daily basis with administrative requests and questions.
Prior to Stephens, Edgar was a Vice President and financial advisor at Smith Barney, later to become a part of Morgan Stanley. He received a Bachelor in Business Administration from the University of Georgia and is a graduate of Stephens University at Wake Forest University.
Edgar is a Certified Financial Planner™ Professional (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.
Edgar and his wife, Nicole, and their two children live in Columbia.