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
JoAnn joined Stephens Private Client Group in 2010, after joining the industry in 2008, following her career as a teacher. She brings sound, practiced counsel into each client relationship. JoAnn says, “It is a tremendous honor to serve as the trusted consultant to my clients. I draw upon the skill set developed during my years as a teacher to communicate succinctly and clearly with my clients and every member of their family so that they better understand our plan to achieve all of their goals, no matter how big or small.”
JoAnn is supported by her registered client associate, Ashley Blalock, who has more than 20 years of experience.
Prior to joining Stephens, JoAnn was a financial advisor at Smith Barney Inc. and its successor Morgan Stanley. JoAnn received an AB in Sociology from Princeton University. She also attended Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
She is a Chartered Retirement Planning CounselorSM (CRPC®). This designation from the College for Financial Planning signifies that JoAnn has met initial and on-going experience, ethical education, and examination requirements for the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning, and more.
She serves as Board Chair for the Salem Montessori School and as a member of the Board of Directors for Kaleideum, a children’s museum. She is also President of the Princeton Alumni Association of Winston-Salem and previously served as Treasurer and Secretary of Susan G. Komen of Northwest North Carolina.
JoAnn and her husband, Brent, have twin girls, Zoe and Madeline. Most of her free time is spent with her family, but she enjoys traveling, playing golf, and writing. She also teaches a Jazzercise class several mornings a week and enjoys other fitness activities.