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.
Mary serves as a Financial Consultant at the Winston-Salem office. She and her partners, Steve Phelps and Jack Elster, work together to understand their clients’ financial goals as well as get to know their family members. “Our team strives to develop multi-generational relationships with our clients and become a trusted advisor throughout their lifetime,” says Mary. “We are committed to offering solutions for their short-term and long-term financial objectives.”
She began her career nearly 30 years ago as a CG analyst at another investment management firm. Mary has worked alongside Steve for several decades with responsibilities including relationship management, client servicing and operational support.
She attended college at Valencia in Orlando, Fla.
Mary and her husband, Jamie, have two grown children, Megan and Gillian. In her spare time, she enjoys reading, swimming and traveling with Jamie.