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.
Wayne has more than 40 years of experience consulting with clients in all aspects of their wealth management needs, helping clients create plans for both their present and future goals, whether planning for retirement, saving for future generations’ education, or growing and protecting wealth for transfer. He joined Stephens in 2009 and added Kaleb Lovertich to his team in 2022. According to Wayne, “Through well-thought-out planning and investing, we work closely with clients to empower them to make the right decisions for their lifestyle. It all comes down to having an actionable plan and achievable goals.”
Summer Bridges, a registered client associate, supports Wayne. With more than 15 years of administrative experience, Summer seeks to offer a high-touch level of client service.
Prior to Stephens, Wayne was a financial advisor and Vice President at Morgan Keegan & Company, Inc., later to become a part of Raymond James & Associates, Inc. and a financial advisor and Vice President/Limited Partner at J. C. Bradford & Co. and its successor, UBS Financial Services Inc.
Wayne received a Bachelor in Business Administration in Banking and Finance from the University of Mississippi. Additionally, he completed Stephens University, an advanced wealth management program offered through Wake Forest University.
Born in Baltimore, Maryland, Wayne made Mississippi his home in 1962. He has previously served on the Board of Trustees of the Mississippi Kidney Foundation, where he also served as president for two terms. He also volunteers for the Center Players Community Theater, and previously served two terms on the Board, one as president.
Wayne and his wife have two children. He has a passion for the theater; to date he has performed in over twenty-five productions. He also enjoys cycling, photography, and writing.