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.
Managing Director, Regional Director, Branch Manager
Robert is a Managing Director and Regional Director for the Private Client Group at Stephens Inc. He has more than 40 years of experience in the investment business. Prior to joining Stephens, he was the Southeast Regional Managing Director for Credit Suisse.
In his current role, he is responsible for the Major Markets, which are Atlanta, Austin, Charlotte, Dallas, Houston and New York. As part of the PWM Senior Management Team, he is also involved in various strategic initiatives in support of Stephens’ overall growth and development. Robert earned a Bachelor of Business Administration from the University of Georgia.