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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Rob brings over 25 years of experience in guiding clients through tailored wealth management strategies designed to help meet their unique needs. He prioritizes a deep understanding of each client’s goals and preferences to provide a personalized approach.
"My primary focus is listening to my clients and understanding their story to gain deeper insight into their needs and objectives. Through thoughtful and transparent communication, I develop a plan that serves as their investment compass," says Rob.
Rob graduated from Auburn University in Auburn, Alabama in 1993 with a Bachelor of Science in International Business. He continued his education with graduate studies in Spanish from the Colegio De España in Salamanca, Spain. Rob began his career in financial services in 1996, specializing in investment consulting for individuals and families, helping them navigate and optimize their portfolios.
Rob currently serves on the board of the Memphis Hunt and Polo Club where he serves on a couple of committees. He has previously served on the board of Carnival Memphis where he presided as Chairman, President and Treasurer.
Rob and his wife, Jean, have four grown children. He enjoys spending time with his family, traveling, hunting and playing golf, tennis and pickleball.