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