Edgar Morris, CFP® | Private Wealth Management | Stephens | Stephens

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.


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

Edgar Morris, CFP® Professional

Senior Vice President

(803) 343-0126 Send a message
Edgar Morris, CFP® Professional

Philosophy & Approach

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.

Experience & Education

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.