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 Parrish

Financial Consultant

(336) 251-0409 Send a message
Josh Parrish

Philosophy & Approach

Josh has been a member of Stephens Private Client Group since 2019 and been in the financial services industry since 2012. He joined Richard Sullivan as a junior partner and is a natural complement to their team. Josh says, “Our team’s goal is to deliver a positive impact to our clients we have the pleasure to work with and add value to their financial lives. We want our clients to feel comfortable and confident with us, through two way communication, as their financial consultants and to build relationships that span generations.”

Josh is supported by Jane Siefert, a registered client associate. With more than 30 years of administrative experience, Jane is a vital part of the team.

Personal

A North Carolina native, Josh volunteers at several Moving Day Events in the Carolinas for the Parkinson’s Foundation. Josh and his wife, Jessica, have two sons, Henry and Maverick. Most of his time away from the office is spent with his family and going on adventures with his two sons or visiting with his extended family. His hobbies include playing golf, going to any type of sporting event and watching a good movie with his wife.

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