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.
Zach joined Stephens Private Client Group in 2006. He is partners with his father, Jim. On his partnership with his father, Zach says, “I learned the principles of investing from my father at an early age. Since I joined him as his junior partner, these core principles are the cornerstone of the tailored financial roadmaps we develop for clients and remain in the forefront of our minds each day as we act on behalf of our clients.”
Zach completed Stephens University, an advanced wealth management program offered through Wake Forest University.
Zach and his wife, Michelle, have two daughters, Gianna and Ella.