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.

Leadership

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

Peter Cross

Senior Vice President

(336) 251-0429 Send a message
Peter Cross

Philosophy & Approach

Peter joined Stephens Private Client Group as a Vice President in 2011 and has over 30 years of industry experience. Peter and his partner, Terra H. Snider, take a holistic approach in guiding clients through a variety of life situations they may face. Speaking about his team, Peter says, “Our priority is to listen and truly understand the personal values that are the foundation of our clients' goals and aspirations so we can help them plan how to meet their financial objectives.”

Catrice Adams, a registered client associate with more than 20 years of administrative experience, supports Peter and works to assist clients in their needs.

Experience & Education

Prior to joining Stephens, Peter was with Merrill Lynch, Pierce, Fenner & Smith, Inc., Interstate/Johnson Lane, now part of Wells Fargo Advisors, Inc., and Smith Barney, Inc. and its successor, Morgan Stanley.

Peter graduated from Covenant College with a Bachelor of Arts in History and a minor in Inter-disciplinary Studies. He received a Master of Divinity in Pastoral Care from Covenant Theological Seminary.

Personal

Peter shows his passion for his community through his membership in Rotary International. He also volunteers for Camp Hanes, a part of the YMCA, where he is a storyteller and raises funds for camp tuition for inner-city children.

As a native of South Carolina, Peter and his wife, Dale, now call Winston-Salem home. They have two sons, Luke and Tony. Peter’s favorite pastime is spending time with his family, especially his grandson, Matthew. He enjoys reading and is an aviation enthusiast. He and his sons own a single-engine plane, and he hopes to get his pilot’s license one day.

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