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.
Michael joined Stephens Private Client Group in 2018 and has more than 10 years of industry experience. Michael and the team’s senior partner, Don, analyze clients’ financial situations and make recommendations that help clients achieve their overall financial goals. Michael says, “From the start of a client relationship, Don and I take the time to really understand what is important to them. It might be transferring wealth or philanthropic giving.” With an understanding of clients’ goals, they can develop a comprehensive plan that reflects the client's needs while being adaptable as their lives and goals evolve.
Roxanne Spencer, a registered client associate since 2004 with more than 18 years of administrative experience, supports Michael.
Prior to joining Stephens, Michael began his career as a financial advisor at Wells Fargo Advisors, Inc. He is a graduate of the University of Memphis with a Bachelor of Arts in Finance.
Michael is a Memphis native. He lives with his wife, Samantha, their son, Benjamin, and their two dogs. When he is away from the office, he enjoys spending time with his family, traveling, boating, and barbecuing.