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

Terra H. Snider

Senior Vice President

(336) 251-0444 Send a message
Terra H. Snider

Philosophy & Approach

Terra has been a member of Stephens Private Client Group since 2011 and has more than 15 years of industry experience. Terra and her partner, Peter Cross, provide their clients with sound guidance relevant to both their short-term goals and long-term objectives. “Our team’s goal is take our clients’ current financial situation into account while assessing their financial aspirations in order to assist them in making wise choices for their long-term benefit,” states Terra.

Catrice Adams, a registered client associate since 2002, supports Terra. With more than 20 years of administrative experience, Catrice is an integral part of the team.

Experience & Education

Terra received an Associate Degree in Applied Science in Nuclear Medicine Technology from West Virginia State. She also earned a Bachelor of Science in Business Management and an MBA in International Business from High Point University. Terra completed Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University. Prior to joining Stephens as a Vice President, Terra worked at Smith Barney and its successor, Morgan Stanley.

Personal

Terra lives in Pfafftown, North Carolina, with her two children, Grayson and Ava.

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