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
Michael joined Stephens Private Client Group in 2014, along with his father, Mike, who is based in Stephens Shreveport, Louisiana office. As partners and family, they bring a cross-generational and innately personal perspective to investment planning. “Throughout my career of over 20 years, my focus has always been on helping clients to understand how to plan for the future without feeling like they are making financial or lifestyle sacrifices in the present. It’s important to us that they are active participants when we make recommendations about portfolio construction, asset allocation, and other aspects of wealth management,” says Michael. He and his father work together to present financial guidance that will not only help clients reach immediate goals but will be meaningful for generations.
Prior to joining Stephens, Michael was a financial advisor and Vice President at Legg Mason Wood Walker Inc., and its ultimate successor Morgan Stanley.
Michael received a Bachelor of Arts from Louisiana Tech University. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
Michael and his wife, Stacy, live in Houston with their three children.