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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.
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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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Since joining Stephens Private Client Group in 2014, Phillip focuses his practice on the holistic financial picture, giving careful consideration to clients’ financial goals, risk tolerances and personal motivations. Phillip says, “This is an interesting time for financial consultants as multiple generations are seeking guidance for their varied investment needs. In each client relationship, accessibility is key. I take pride in working closely with clients to assist them in reaching their financial aspirations and providing sound advice on a multitude of decisions that directly impact their futures.”
Phillip received his Bachelor of Science in Finance with a minor in Accounting from Arkansas State University in 2012, where he was also a team captain of the university’s football team. He continued at the University to receive his Master of Business Administration two years later.
He is also a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the CFP Board. This certification encompasses areas such as financial planning, tax planning, estate planning, income and retirement planning, and investment management.
An Arkansas native, Phillip is a board member of the Arkansas State University System Foundation and is an avid fan of Arkansas State athletics. He is also involved in Big Brothers Big Sisters of Central Arkansas as a volunteer. Phillip and his wife, Brittany, reside in Little Rock.