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.
Terry has been a trusted financial consultant for almost more than 35 years and brings a highly-communicative, goals-based approach to each client relationship. “When working with clients, my main goal is to guide them to greater financial security by taking a partnership approach. It is our intent to deliver unbiased investment advice that closely aligns with our clients’ interests.”
Terry joined Stephens Private Client Group in 1998. He has received the Stephens PCG Leadership Circle award 12 times, which recognizes excellence in wealth management. Previously, Terry was a Vice President at First Commercial Investments, Inc., later to become a part of Regions Bank.
Terry graduated from the UA Little Rock with a Bachelor of Science in Business Administration. He has also completed Stephens University at Wake Forest, an advanced wealth management program.
Terry and his wife live in Little Rock.