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.
Philosophy & Approach
Sam serves as a Financial Consultant and began his career at Stephens as a member of the Private Client Group’s wealth management analyst program, which develops and trains the firm’s next generation of seasoned professionals. He works alongside Robert Feltus and Greg Feltus as part of the Feltus Team. Sam says, “Our team’s top priority is to build long-term relationships with our clients. Our approach involves delivering customized wealth management guidance at every stage of our clients’ lives in order to help them achieve their financial hopes and dreams.”
Experience & Education
Sam graduated from the University of Arkansas in 2021 with a Bachelor of Science in Business Administration, where he double majored in Accounting and Finance with a special focus on Financial Management and Investments.
Personal
Sam and his wife, Mary Kate, live in Little Rock and love spending time with their families at Greers Ferry Lake. In his spare time, Sam likes golfing, playing tennis, and being outdoors, with a particular passion for hunting and fishing. He also enjoys supporting and following the Arkansas Razorbacks.