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.
Josh serves as a Financial Consultant at the Winston-Salem office. He and his senior partners, Peter Cross and Terra H. Snider, work together to build strong relationships with their clients and families in order to provide financial guidance throughout all stages of life. “Our top priority is to listen and understand our clients’ goals to assist them in creating a plan to meet their long-term financial objectives,” says Josh.
Catrice Adams, a registered client associate since 2002, supports Josh. With more than 20 years of administrative experience, Catrice is an integral part of the team.
Prior to joining Stephens, Josh began his career more than a decade ago as a financial advisor at two other investment management firms. He is a graduate of the University of North Carolina at Charlotte with a Bachelor of Arts degree in Political Science with a minor in American Studies.
Josh is passionate about community involvement and currently serves as a board member of the Cancer Services of Davidson County in addition to a board member of the J. Smith Young YMCA.
He and his wife, Jennifer, have two children, Easton and Wilder. The family enjoys fly fishing, bird hunting and exploring new restaurants.