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.
Kaleb serves as a Financial Consultant and began his career at Stephens as a member of the Private Client Group’s wealth management analyst program, which develops and trains the firm’s next generation of seasoned professionals. Kaleb’s top priority is developing deep, trustworthy relationships with his clients to help create a comprehensive wealth management plan that best fits each of their unique goals and aspirations – no matter how big or small. He works alongside Lane Cockrell and Wayne Thomas.
He graduated from Mississippi State University with a Bachelor of Accountancy in 2020.
Kaleb enjoys golfing, hunting and fishing. His favorite activities include spending time with friends, family and his Golden Retriever as well as cheering on the Mississippi State Bulldogs.