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.
Senior Vice President
Keith joined the Stephens Private Client Group team in 2009 and has more than 15 years of industry experience. Keith and his partners, Jay Brain and Mark Dutton, work closely in order to get a broad perspective of a client’s immediate and overarching financial aspirations. Speaking about his team’s approach, Keith says, “Partnership is key to our day-to-day business operations and that begins with the partnership we develop with clients. We work in tandem with our clients in order to evaluate current financial decisions, such as financing a second home, as well as providing sound advice for the future, such as retirement.”
Chandler Lubbert works with Keith and his team as a client associate.
Prior to joining Stephens, Keith was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc.
Keith graduated from the University of Arkansas with a Bachelor of Science in Business Administration. He is also a graduate of Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
As a native of northwest Arkansas, Keith is very passionate about his community. He currently serves on the board of Fayetteville Country Club and coaches a youth travel baseball team. He previously served as a Commissioner on the City of Rogers Parks & Recreation Board.
Keith and his wife, Teresa, have two children, Whitley Claire and William Weldon. In his spare time, he enjoys DIY projects, golf and sports in general, along with spending time with his family.