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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.
Terra leads her team, alongside associate Josh Boyle, by taking a comprehensive, client-focused approach to wealth management. They provide their clients with tailored financial guidance that considers both short-term needs as well as long-term objectives.
“My goal is to evaluate each client’s current financial position while helping them plan strategically for the future,” says Terra. “I want our clients to feel confident in the decisions they make today and the outcomes they pursue tomorrow.”
Terra is supported by Catrice Adams, a registered client associate with more than two decades of administrative and client service expertise.
With nearly 25 years of experience in financial services, Terra has been a valued member of Stephens Private Client Group since 2011. Her areas of focus include comprehensive wealth management, retirement planning, estate strategies, and investment management. She works closely with clients to develop long-term financial plans that align with their goals and risk preferences.
Terra earned an Associate Degree in Applied Science in Nuclear Medicine Technology from West Virginia State University; a Bachelor of Science in Business Management from High Point University and an MBA in International Business from High Point University. She has also completed Stephens University, an advanced wealth management program offered through Wake Forest University.
A North Carolina resident for over 30 years, Terra is the proud mother of two adult children, Grayson and Ava. Outside of the office, Terra enjoys golf, pickleball, boating, cooking and traveling.