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.


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

Lauren Ghelardini, CFP®

Financial Consultant

(803) 343-0112 Send a message
Lauren Ghelardini, CFP®

Philosophy & Approach

Lauren Ghelardini joined Stephens in 2015 and currently serves as a financial consultant, working alongside her father, Steve Ghelardini. “As a financial consultant with more than five years of experience, I aim to be a voice of reason and provide a sense of calm during turbulent markets. Our team understands that managing wealth is a marathon, not a sprint, and it takes patience. I personally look forward to building relationships that are multi-generational,” Lauren said.

Experience & Education

Prior to her current position, Lauren served as an associate in the Stephens Private Client Group wealth management analyst program that develops and trains the next generation of financial consultants. She holds a Bachelor of Science in Biochemistry and a Bachelor of Arts in Chemistry from the Honors College at the College of Charleston. She also holds a Master of Public Health from Columbia University with a certificate in Environmental Policy.

In addition, she is a Certified Financial PlannerTM (CFP®). The certification from the CFP® Board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.