Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Josh Boyle, an associate on the Terra Snider Team, is committed to fostering meaningful, long-term relationships with clients and their families. Together, they provide personalized financial guidance through every stage of life.
“Our top priority is to listen carefully and understand our clients’ goals,” Josh says. “That allows us to help them create a strategic plan to pursue their long-term financial objectives.”
Josh is supported by Catrice Adams, a registered client associate since 2002. With over 20 years of administrative experience, Catrice is a vital member of the team, providing exceptional client service and operational efficiency.
Josh began his career as a financial advisor more than a decade ago. Since then, he has worked closely with individuals and families to understand their unique financial situations, priorities, and long-term goals. He is passionate about crafting customized strategies that help clients stay on track to achieve lasting financial success.
He earned a Bachelor of Arts in Political Science with a minor in American Studies from the University of North Carolina at Charlotte.
Deeply committed to his community, Josh previously served on the board of Cancer Services of Davidson County and the J. Smith Young YMCA. He and his wife, Jennifer, live in North Carolina with their two children, Easton and Wilder. As a family, they enjoy fly fishing, bird hunting, and discovering new restaurants.