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.

Leadership

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

Josh Boyle

Financial Consultant

(336) 251-0428 Send a message
Josh Boyle

Philosophy & Approach

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.

Experience & Education

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.

Personal

Josh is passionate about community involvement and currently serves as President 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.

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