Mark Trimble | Private Wealth Management | Stephens | Stephens

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

Mark Trimble

Vice President

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Mark Trimble

Philosophy & Approach

Mark brings more than 20 years of wealth management experience to the Stephens Private Client Group. As a trusted consultant, he brings a disciplined and tailored approach to wealth management. “My number one objective is to align my clients’ investments with their financial goals. I work hard to create long-term, trusted relationships with each of my clients to better understand their evolving needs, and on occasion, make them laugh,” states Mark.

Experience & Education

A graduate of Vanderbilt University in Nashville, TN, Mark began his investment career with Stephens in 1977 in the fixed income department. His client base was predominately institutions in the Northeast, such as Boston and New York City. In 2001, Mark transferred to the Private Client Group where he now helps people invest and manage their portfolios. He completed Stephens University in 2007, an advanced wealth management program at Wake Forest University.

For nearly half a century, Mark is proud to work for Stephens Inc.