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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Senior Vice President
Gary has been a member of Stephens Private Client Group since 2012 and has more than 25 years of industry experience. “As a trusted consultant, it is imperative to listen, learn what my clients really need, and do everything possible to help them accomplish those financial objectives over the long term. My goal for my clients is to prepare them for retirement by having the income and assets to fund their golden years without having to worry about their lifestyle,” says Gary.
Prior to joining Stephens, Gary was a financial advisor and Vice President at First Union Capital Markets Corp. and its successor, Wells Fargo Advisors, Inc. Gary attended Guilford Technical College and is also a graduate of Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Gary is passionate about the investment business and uses his years of experience as a member of the finance committee of his church. He is also on the leadership committee for the Triad Corvette Club. He also volunteers with the Boy Scouts of America, serving as a personal management Merit Badge Counselor.
Gary and his wife, Debra, have three children, Tyler, Austin, and Spencer. When he is away from the office, he enjoys basketball, golf, and playing the guitar.