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.
Steven has more than 15 years of experience consulting with clients in all aspects of their wealth management needs. According to Steven, “I believe in delivering a first-class client experience through clear communication and a simple educational process. I do that by helping clients to be disciplined in their approach as we implement and follow through on the plans we agree to. We embrace a ‘stay the course’ philosophy that is focused on the determined investment time horizon.”
Steven joined Stephens in 2018. Previously, he was a Vice President and Regional Director at Investment Professionals. He began his investment career with Morgan Stanley.
Steven received a Bachelor of Business Administration in Finance from the University of Central Arkansas.
Steven previously served on the Arkansas Children’s Hospital Board and the Arkansas Children’s Foundation Board.
Steven has three children, Carsen, Maggie, and Sullivan. Steven spends the majority of his free time involved with his children’s sporting activities, either watching them play or volunteering as a coach in basketball, baseball, softball, soccer and volleyball. He also enjoys spending time in the outdoors hunting, fishing, kayaking or playing tennis.