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

Richard Morrow

Vice President

(901) 681-1310 Send a message
Richard Morrow

Philosophy & Approach

Richard joined Stephens Private Client Group in 2017. With over 30 years of financial industry experience, Richard values transparency and communication in developing a successful client relationship. Richard states, “By selecting me as their financial consultant, clients are entrusting me with their most valuable asset, their future. It is my job to assist them in reaching their goals through proper planning and care of their portfolios.”

Vanessa Etheridge, a registered sales assistant since 2008 with over 15 years of administrative experience, supports Richard.

Experience & Education

Prior to joining Stephens, Richard was a financial advisor at Wunderlich Securities, Inc. He received a Bachelor of Arts in Economics from Auburn University in 1990.

Personal

Richard and his wife, Ellen, have three girls, Elsie, Sophie, and Mary. In his spare time, he enjoys trap coaching, hunting, golfing, and cooking.

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