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.
With a client-first approach, the Whitman Group prioritizes communication and transparency. As part of the team, John serves as an analyst and works to provide individuals and families comprehensive investment solutions that address all stages of life. John says, “Money and finances impact so many aspects of an individual’s life. As consultants, our team is there to assist them with a healthy financial foundation. This begins with helping clients understand their full financial situation, then walking them through an actionable plan that strongly aligns with their financial needs and goals.”
John received a Bachelor of Arts in Psychology from the University of North Carolina at Chapel Hill. He also completed Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
John joined Stephens in 2013. He began his career in 2012 as an analyst in the financial sponsors group at McColl Partners, LLC.
He and his wife have one daughter, Annabelle. He enjoys golf, fly fishing and UNC Football.