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
Lane joined Stephens Private Client Group in 2009. A trusted consultant for more than 30 years, Lane brings a disciplined approach to wealth management. Lane says, “My priority is to develop a meaningful and trusting relationship with my clients so that I can understand all of their goals, as well as their concerns and aspirations for themselves, their families and their businesses. This allows me to make recommendations that consistently add value.”
Julie Barrett, a registered client associate, draws from more than 25 years of administrative experience to support Lane and seeks to deliver optimum client service.
Prior to joining Stephens, Lane was a financial advisor and Managing Director at Morgan Keegan & Company, Inc., later to become a part of Raymond James & Associates, Inc. From 1987-2002, he was a financial advisor and Partner at J. C. Bradford & Co. and its successor, UBS Financial Services Inc.
Lane holds a Bachelor of Science from the University of Southern Mississippi. He then studied at the Chicago Board of Trade Institute and the Vanderbilt Owen School of Management. He also completed the Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Lane is Vice Chairman of the Hartfield Academy Board of Trustees in Flowood, Mississippi, where he also serves on the executive and finance committees. He also serves as a counselor and mentor for the Rankin County Prison Ministry. He is actively involved in Pinelake Church.
Lane and his wife, Karen have two children, Brandon and Chase, and three grandchildren with whom they delight in spending as much time as possible. His hobbies include traveling with his family, especially to the beach or the mountains to ski. He is passionate about running, having participated in numerous half-marathons and charity races.