Hollis Houk, CRPS® | Private Wealth Management | 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

Hollis Houk, CRPS®

Vice President

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Hollis Houk, CRPS®

Philosophy & Approach

Hollis has more than 30 years of experience consulting with clients on all aspects of their wealth management needs. According to Hollis, “When working with clients, communication is key. It’s imperative that we work closely so that I understand their hopes and concerns in order to develop a comprehensive financial roadmap that aligns with their present and future goals, whatever they may be.”

Experience & Education

He joined Stephens in 2014. Prior to Stephens, Hollis was a financial advisor at UBS Financial Services Inc., LPL Financial Corp., Wachovia Securities, Inc., and The Robinson-Humphrey Co., later to become a part of Morgan Stanley.

Hollis received a Bachelor of Business Administration in Finance from the University of Georgia at Athens. He is also a Chartered Retirement Planning SpecialistSM (CRPS®). This certification from the College for Financial Planning signifies that Hollis has met initial and ongoing experience, ethical education, and examination requirements for specialization in creating, implementing, and maintaining retirement plans for businesses.


Hollis and his wife, Julia, have three children and live in Atlanta.