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

Spencer Pendry

Financial Consultant

(336) 251-0424 Send a message
Spencer Pendry

Philosophy & Approach

A native of High Point, Spencer began his career at Stephens in 2012 as a client associate and became a Financial Consultant in 2021. He works alongside his partner and father, Gary Pendry. Spencer says, “Listening to our clients and gaining a real understanding of what they want for their future is my top priority. We want to help them reach their goals over the long term.”

Spencer and Gary are supported by Sharon Floyd, a registered client associate.

Experience & Education

He attended East Carolina University in Greenville, NC.

Prior to joining Stephens, Spencer worked in administration at another financial institution.

Personal

Spencer and his wife, Sarah, have three boys – Peter, John and Michael. His hobbies include bow hunting, fishing and playing guitar. In his spare time, Spencer, who is an Eagle Scout, enjoys sharing his love of nature with his family. From the mountains to the coast, they love going on outdoor adventures.

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