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

Steve Ghelardini

Senior Vice President

(803) 343-0102 Send a message
Steve Ghelardini

Philosophy & Approach

With more than 35 years of experience in the financial services industry, Steve joined Stephens as a Senior Vice President in the Private Client Group in 2010. In this role, he co-partners the Ghelardini Team, which is responsible for advising clients in all aspects of their wealth management needs. The group includes Steve’s partner and daughter, Lauren, and Becky Langley, the team’s client associate. The team brings deep investment management expertise to clients. “We strive to add value to our clients’ lives by helping them manage their financial affairs using basic fundamental principles of investing,” says Steve. ”We seek to communicate those principles to our clients in a simple, commonsensical manner so that they understand and are a part of the investment process.”

Experience & Education

Before coming to Stephens, Steve was a Vice President and financial advisor at The Robinson-Humphrey Co., later to become a part of Morgan Stanley.

Steve holds a Bachelor of Science in Accounting from Western Illinois University and an MBA from the University of Alabama. He furthered his education by attending Stephens University, an advanced wealth-management program offered through Wake Forest University.

Personal

Steve and his wife, Gail, live in Lexington, South Carolina.

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