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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.
William Holmes serves as a trusted advisor to high-net-worth individuals and their families, offering strategic guidance across all facets of wealth management—including investment portfolios, credit solutions, and trust and estate planning considerations. “I believe a long-term relationship with my clients and bringing the extensive resources of Stephens to the forefront are key to helping clients achieve a successful financial future,” says William.
His primary objective is to help clients preserve and grow their wealth while navigating the complexities of today’s dynamic global financial landscape. William's approach is rooted in delivering personalized advice with a deep commitment to lasting relationships and exceptional service.
William, a partner in the Forrester & Holmes Group, works alongside senior partner, Carlton Forrester and Financial Consultants Grace Wages and Bailey Taylor.
William brings more than 15 years of experience in wealth management. Prior to joining Stephens in 2025, he spent 7 years at J.P. Morgan advising affluent, high-net-worth households, managing over $300 million in client assets across approximately 30 families. In this role, he served as the lead relationship and investment advisor, overseeing diversified portfolios spanning fixed income, public equities, hedge funds, private equity, and alternative investments.
Earlier in his career, William spent 8 years in various advisory roles at Goldman Sachs, working closely with entrepreneurs, business executives, and select institutions to develop tailored financial strategies.
He graduated cum laude from Vanderbilt University in 2010 with a Bachelor of Science in Human and Organizational Development and Political Science, and a minor in Spanish.
Originally from Denver, Colorado, William now lives in Atlanta, Georgia with his wife, Jeanette, and their three children. Outside of work, he enjoys sports, reading, grilling, and traveling with family.