Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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.
Philosophy & Approach
Sam Edwards works alongside Robert Feltus, Greg Feltus, and Miles Montgomery as part of The Feltus Group. He is committed to building strong, long-term client relationships and delivering personalized wealth management guidance tailored to each stage of life.
“Our clients’ hopes and dreams are at the heart of everything we do,” says Sam. “By truly understanding what matters most to them, we can help guide them to a more secure financial future.”
Sam believes that trust and connection are built over time. His dedication to ongoing communication and thoughtful financial planning helps strengthen the client-advisor relationship at every stage.
He is supported by Natasha Marlow, a Registered Client Associate with more than two decades of client service and administrative expertise.
Experience & Education
Sam began his career at Stephens in 2021 through the Private Client Group’s Advisor Development Program, a rigorous initiative focused on developing the firm’s next generation of financial consultants.
He earned a Bachelor of Science in Business Administration from the University of Arkansas, where he double majored in Accounting and Finance, with a concentration in Financial Management and Investments.
Personal
Sam and his wife, Mary Kate, live in Little Rock. In his free time, he enjoys golfing, tennis, hunting, and spending time outdoors—especially at the lake. They are avid Arkansas Razorback fans.